FIDELIS iM, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 941 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.07 and the average weighting 1.1%.

Quarter-by-quarter ownership
FIDELIS iM, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2022$333,000
-10.7%
11,8500.0%0.23%
-6.8%
Q2 2022$373,000
-21.6%
11,850
-8.5%
0.25%
-11.1%
Q1 2022$476,00012,9500.28%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2022
NameSharesValueWeighting ↓
Evergreen Advisors, LLC 596,850$16,921,00016.79%
COOPER/HAIMS ADVISORS, LLC 781,379$22,152,00015.30%
Riverpoint Wealth Management Holdings, LLC 949,520$26,918,00014.94%
OGOREK ANTHONY JOSEPH /NY/ /ADV 617,043$17,493,00013.93%
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 875,130$24,810,00013.88%
MCIA Inc 342,796$9,718,00013.51%
TD Ameritrade Trust Co 1,108,104$31,415,00013.14%
Peachtree Investment Advisors, Inc. 574,020$16,273,00012.55%
Harborview Advisors, LLC 377,004$10,688,00012.52%
Personal Capital Advisors Corp 30,575,896$866,827,00011.60%
View complete list of SCHWAB STRATEGIC TR shareholders