IVC Wealth Advisors LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 456 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.81 and the average weighting 0.3%.

Quarter-by-quarter ownership
IVC Wealth Advisors LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$225,177
-8.3%
12,686
+0.9%
0.15%
-3.2%
Q2 2023$245,570
+1.6%
12,574
+0.4%
0.16%
-12.4%
Q4 2022$241,646
-5.2%
12,527
+3.5%
0.18%
-9.6%
Q2 2022$255,000
+2.0%
12,104
+20.4%
0.20%
+20.1%
Q1 2022$250,00010,0570.16%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2022
NameSharesValueWeighting ↓
Matrix Trust Co 1,116,896$52,684,00011.71%
PIERSHALE FINANCIAL GROUP, INC. 430,716$20,317,00011.49%
Q3 Asset Management 75,033$3,540,0008.82%
Invst, LLC 412,268$19,249,0008.67%
Fund Evaluation Group, LLC 899,283$42,419,0007.90%
Premise Capital, LLC 214,152$10,102,0007.50%
CITIZENS & NORTHERN CORP 268,261$12,654,0006.90%
MONEYWISE, INC. 164,861$7,777,0006.28%
Moisand Fitzgerald Tamayo, LLC 231,556$10,923,0005.91%
Brand Asset Management Group, Inc. 187,097$8,825,0005.85%
View complete list of SCHWAB STRATEGIC TR shareholders