Mayflower Financial Advisors, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHJ and the CUSIP is 808524714. A total of 90 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Mayflower Financial Advisors, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2022$210,000
-2.3%
4,5250.0%0.03%
+3.0%
Q2 2022$215,000
-2.3%
4,5250.0%0.03%
+10.0%
Q1 2022$220,000
-39.2%
4,525
-36.9%
0.03%
-37.5%
Q4 2021$362,000
+67.6%
7,167
+68.4%
0.05%
+65.5%
Q3 2021$216,0004,2570.03%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2022
NameSharesValueWeighting ↓
Copperleaf Capital, LLC 145,716$7,076,0006.28%
CLIENT 1ST ADVISORY GROUP, LLC 218,698$10,620,0005.19%
Kaizen Financial Strategies 70,899$3,443,0002.70%
FLC Capital Advisors 180,398$8,760,0002.46%
TAP Consulting, LLC 87,397$4,244,0001.11%
VAN STRUM & TOWNE INC. 42,627$2,070,0000.78%
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 25,760$1,251,0000.77%
Midwest Heritage Bank, FSB 19,689$956,0000.75%
Financial Architects, Inc 98,444$4,780,0000.68%
Baldrige Asset Management LLC 32,807$1,593,0000.65%
View complete list of SCHWAB STRATEGIC TR shareholders