Evolution Advisers, Inc. - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 449 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 1.01 and the average weighting 0.3%.

Quarter-by-quarter ownership
Evolution Advisers, Inc. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$047
+56.7%
0.00%
Q2 2023$030
-31.8%
0.00%
Q1 2023$0
-100.0%
44
-98.2%
0.00%
-100.0%
Q4 2022$482,490
+8200.0%
0.04%
Q3 2022$0300.0%0.00%
Q2 2022$0300.0%0.00%
Q1 2022$030
+172.7%
0.00%
Q4 2021$0110.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2022
NameSharesValueWeighting ↓
Strategic Financial Planning, Inc. 338,449$6,609,9035.85%
Pioneer Wealth Management Group 317,504$6,200,8484.93%
Upper Left Wealth Management, LLC 176,799$3,452,8853.84%
Moisand Fitzgerald Tamayo, LLC 909,572$17,763,9443.63%
WEALTH MANAGEMENT RESOURCES, INC. 318,515$6,220,6003.62%
Cypress Point Wealth Management, LLC 172,872$3,376,1823.60%
Courage Miller Partners, LLC 401,282$7,837,0423.26%
RATIONAL ADVISORS LLC 1,962,413$38,325,9263.17%
Gunma Bank,Ltd. 221,000$4,3162.92%
Firestone Capital Management 439,086$8,755,3762.85%
View complete list of SCHWAB STRATEGIC TR shareholders