Bell Investment Advisors, Inc - 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
Bell Investment Advisors, Inc ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2022$4,000
-20.0%
68
-30.6%
0.00%
-50.0%
Q2 2022$5,000
-54.5%
98
-42.0%
0.00%
-33.3%
Q4 2021$11,0000.0%1690.0%0.00%0.0%
Q3 2021$11,0001690.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2022
NameSharesValueWeighting ↓
Quadratic Capital Management LLC 24,648,549$1,496,413,00092.91%
NinePointTwo Capital LLC 2,739,343$166,305,00044.98%
Walker Financial Services, Inc. 687,180$41,718,71438.30%
Carolina Wealth Advisors, LLC 354,702$21,534,00013.60%
Joseph Group Capital Management 211,679$12,851,00012.96%
LifeGuide Financial Advisors, LLC 252,709$15,342,00011.84%
Sensible Financial Planning & Management, LLC. 725,861$44,067,00011.78%
RE Dickinson Investment Advisors, LLC 242,169$14,702,0009.88%
Charles Schwab Investment Advisory, Inc. 97,234,136$5,903,084,0009.38%
SVB Investment Services Inc. 230,030$13,965,0008.66%
View complete list of SCHWAB STRATEGIC TR shareholders