CFS Investment Advisory Services, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 685 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.71 and the average weighting 1.0%.

Quarter-by-quarter ownership
CFS Investment Advisory Services, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q2 2022$6,859,000
+9295.9%
122,921
-97.2%
1.05%
+229.9%
Q1 2022$73,000
-98.5%
4,410,703
+5512.3%
0.32%
-51.1%
Q4 2021$4,844,000
+29.9%
78,590
+31.9%
0.65%
+27.2%
Q3 2021$3,728,00059,5670.51%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2022
NameSharesValueWeighting ↓
Quadratic Capital Management LLC 47,993,433$3,003,429,00099.85%
NinePointTwo Capital LLC 2,287,641$143,160,00055.49%
Knowledge Leaders Capital, LLC 329,957$20,649,00016.67%
AllGen Financial Advisors, Inc. 242,762$15,192,07212.40%
Charles Schwab Investment Advisory, Inc. 94,379,550$5,906,273,0009.87%
SVB Investment Services Inc. 231,493$14,487,0009.66%
MONUMENTAL FINANCIAL GROUP INC. 189,330$11,848,0009.46%
Carolina Wealth Advisors, LLC 220,866$13,822,0009.15%
PEAK FINANCIAL ADVISORS LLC 157,484$9,855,0008.67%
KEYSTONE WEALTH PARTNERS 237,311$14,851,0008.18%
View complete list of SCHWAB STRATEGIC TR shareholders