Level Financial Advisors - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 761 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.14 and the average weighting 1.1%.

Quarter-by-quarter ownership
Level Financial Advisors ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q1 2022$1,000
-80.0%
23
-68.9%
0.00%
-75.0%
Q4 2021$5,000740.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2021
NameSharesValueWeighting ↓
Quadratic Capital Management LLC 11,732,683$628,989,13689.91%
NinePointTwo Capital LLC 1,879,201$100,74337.99%
LifeGuide Financial Advisors, LLC 474,153$25,419,35120.45%
Sensible Financial Planning & Management, LLC. 1,433,587$76,85518.13%
Walker Financial Services, Inc. 230,069$12,334,00812.71%
Joseph Group Capital Management 268,392$14,388,49512.62%
Carolina Wealth Advisors, LLC 317,408$17,016,2369.96%
Greenline Partners, LLC 893,645$47,913,2939.14%
Almanack Investment Partners, LLC. 859,574$46,081,7609.09%
Live Oak Investment Partners 189,219$10,143,9038.91%
View complete list of SCHWAB STRATEGIC TR shareholders