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 ↓
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1,212,265$37,847,0004.02%
Brouwer & Janachowski, LLC 564,908$17,699,0003.86%
Peak Financial Management, Inc. 258,386$8,095,0003.27%
Moisand Fitzgerald Tamayo, LLC 131,240$4,112,0002.90%
Courage Miller Partners, LLC 128,979$4,041,0002.79%
Kohmann Bosshard Financial Services, LLC 99,007$3,102,0002.64%
Charles Schwab Investment Advisory, Inc. 13,310,022$417,003,0002.35%
McAdam, LLC 75,801$2,375,0002.23%
Retirement Planning Group, LLC 186,864$5,854,0001.78%
FINANCIAL CONSULATE, INC 87,546$2,743,0001.75%
View complete list of SCHWAB STRATEGIC TR shareholders