Annapolis Financial Services, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 581 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.80 and the average weighting 1.0%.

Quarter-by-quarter ownership
Annapolis Financial Services, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$6,325,919
-8.6%
125,291
-5.1%
1.83%
-7.4%
Q2 2023$6,921,270
+13.3%
132,010
+15.9%
1.97%
+6.4%
Q1 2023$6,107,915
+67.6%
113,932
+61.9%
1.85%
+56.9%
Q4 2022$3,643,653
+17.3%
70,354
+17.3%
1.18%
+3.5%
Q3 2022$3,107,000
+22.2%
59,972
+31.6%
1.14%
+23.6%
Q2 2022$2,543,000
+23.0%
45,576
+33.8%
0.92%
+37.4%
Q1 2022$2,068,000
-2.4%
34,067
+1.1%
0.67%
+2.0%
Q4 2021$2,119,000
+37.2%
33,697
+36.6%
0.66%
+28.5%
Q3 2021$1,544,000
+22.7%
24,666
+22.5%
0.51%
+21.6%
Q2 2021$1,258,00020,1280.42%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2021
NameSharesValueWeighting ↓
Quadratic Capital Management LLC 14,279,084$720,950,95195.54%
NinePointTwo Capital LLC 1,726,601$87,17635.55%
Sensible Financial Planning & Management, LLC. 1,441,882$72,80118.31%
LifeGuide Financial Advisors, LLC 606,248$30,609,48717.89%
Joseph Group Capital Management 421,552$21,284,16015.33%
Walker Financial Services, Inc. 236,191$11,925,29111.59%
Carolina Wealth Advisors, LLC 350,044$17,673,7259.98%
Live Oak Investment Partners 196,101$9,889,1738.52%
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 246,137$12,427,4418.06%
MARSHALL FINANCIAL GROUP INC /ADV 377,322$19,050,9687.76%
View complete list of SCHWAB STRATEGIC TR shareholders