Kaizen Financial Strategies - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 702 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.22 and the average weighting 1.1%.

Quarter-by-quarter ownership
Kaizen Financial Strategies ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q4 2022$275,445
-78.8%
5,236
-77.5%
0.27%
-78.8%
Q2 2022$1,298,000
-34.7%
23,258
-28.9%
1.28%
-17.8%
Q1 2022$1,987,000
-28.0%
32,722
-25.5%
1.56%
-24.6%
Q4 2021$2,760,000
+5.5%
43,894
+5.0%
2.07%
-1.9%
Q3 2021$2,615,000
+67.1%
41,785
+63.3%
2.11%
+41.4%
Q1 2021$1,565,00025,5891.49%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2022
NameSharesValueWeighting ↓
Quadratic Capital Management LLC 49,267,823$3,079,731,000100.00%
NinePointTwo Capital LLC 1,713,470$107,109,00037.74%
Knowledge Leaders Capital, LLC 329,957$20,626,00013.80%
AllGen Financial Advisors, Inc. 235,677$14,732,16711.31%
Charles Schwab Investment Advisory, Inc. 90,703,478$5,669,874,0009.71%
Carolina Wealth Advisors, LLC 216,575$13,538,0009.12%
MONUMENTAL FINANCIAL GROUP INC. 166,973$10,437,0008.93%
SVB Investment Services Inc. 205,748$12,861,0008.58%
KEYSTONE WEALTH PARTNERS 223,796$13,989,0008.35%
LVW Advisors, LLC 695,048$43,447,0007.71%
View complete list of SCHWAB STRATEGIC TR shareholders