Newton One Investments LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 351 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Newton One Investments LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$114,864
-4.5%
3,5620.0%0.07%
-1.4%
Q2 2023$120,278
+0.7%
3,562
+0.5%
0.07%
-4.2%
Q1 2023$119,469
+7.1%
3,5440.0%0.07%0.0%
Q4 2022$111,530
+13.8%
3,5440.0%0.07%
+2.9%
Q3 2022$98,000
-11.7%
3,5440.0%0.07%
-15.7%
Q2 2022$111,000
-17.8%
3,5440.0%0.08%
-15.3%
Q1 2022$135,000
-6.9%
3,5440.0%0.10%
-3.9%
Q4 2021$145,000
-1.4%
3,5440.0%0.10%
-7.3%
Q3 2021$147,0000.0%3,5440.0%0.11%
-6.0%
Q2 2021$147,0003,5440.12%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2022
NameSharesValueWeighting ↓
Tradewinds Capital Management, LLC 824,796$27,853,3618.68%
Morton Brown Family Wealth, LLC 321,451$10,855,4085.80%
ACT WEALTH MANAGEMENT, LLC 256,993$8,678,6614.88%
Strategic Financial Planning, Inc. 152,947$5,165,0194.57%
Johnson Financial Group, LLC 950,666$32,103,9914.39%
JFG Wealth Management, LLC 335,757$11,338,5143.48%
McAdam, LLC 1,195,011$40,355,5173.33%
Kathleen S. Wright Associates Inc. 147,390$4,977,3693.17%
Brand Asset Management Group, Inc. 176,345$5,955,1702.84%
Upper Left Wealth Management, LLC 74,402$2,512,5562.79%
View complete list of SCHWAB STRATEGIC TR shareholders