Wayfinding Financial, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 531 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Wayfinding Financial, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q4 2022$472
-99.9%
8,952
-15.1%
0.38%
-15.1%
Q3 2022$477,000
-7.2%
10,544
-2.0%
0.44%
-1.5%
Q2 2022$514,000
+2.8%
10,754
+2.7%
0.45%
+8.1%
Q1 2022$500,000
+5.9%
10,471
+17.0%
0.42%
+10.6%
Q4 2021$472,0008,9520.38%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2022
NameSharesValueWeighting ↓
Sensible Financial Planning & Management, LLC. 268,217$14,044,00014.34%
OGOREK ANTHONY JOSEPH /NY/ /ADV 324,212$16,976,00012.72%
BSW Wealth Partners 119,908$6,278,0005.07%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 221,969$11,622,0004.58%
PRING TURNER CAPITAL GROUP INC 75,915$3,975,0004.17%
Courage Miller Partners, LLC 80,088$4,193,0003.47%
Apriem Advisors 139,080$7,282,0002.68%
SVA Wealth Management, LLC 137,291$7,189,0002.61%
Landmark Financial Advisors, LLC 37,773$1,977,0002.04%
Tuttle Capital Management, LLC 60,513$3,168,0002.00%
View complete list of SCHWAB STRATEGIC TR shareholders