Bell Investment Advisors, Inc - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 495 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Bell Investment Advisors, Inc ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q2 2022$52,000
-10.3%
1,078
+0.9%
0.02%0.0%
Q4 2021$58,0000.0%1,068
+0.8%
0.02%
-5.9%
Q3 2021$58,0001,0600.02%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2022
NameSharesValueWeighting ↓
Sensible Financial Planning & Management, LLC. 1,136,465$59,505,00032.80%
OGOREK ANTHONY JOSEPH /NY/ /ADV 264,880$13,869,00013.53%
TOTAL INVESTMENT MANAGEMENT INC 566,127$29,642,00010.22%
Alliance Wealth Management Group 767,178$40,164,00010.22%
McAdam, LLC 275,738$14,438,00010.20%
Kohmann Bosshard Financial Services, LLC 254,988$13,351,0009.38%
Avantax Planning Partners, Inc. 2,220,790$116,281,0009.16%
Live Your Vision, LLC 479,696$25,117,0008.94%
Friedenthal Financial 161,992$8,482,0007.63%
Krilogy Financial LLC 526,388$27,562,0007.04%
View complete list of SCHWAB STRATEGIC TR shareholders