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 ↓
Matrix Trust Co 1,384,351$48,964,00014.38%
Moisand Fitzgerald Tamayo, LLC 309,625$10,951,0005.67%
Strategic Financial Planning, Inc. 148,447$5,253,0005.46%
Aurora Investment Managers, LLC. 162,558$5,750,0005.20%
Omega Financial Group, LLC 210,355$7,440,0004.53%
Northwest Quadrant Wealth Management, LLC 238,689$8,421,0003.34%
MONETA GROUP INVESTMENT ADVISORS LLC 912,383$32,271,0002.81%
Courage Miller Partners, LLC 144,223$5,080,0002.73%
BlueSky Wealth Advisors, LLC 256,528$9,409,0002.46%
Adams Chetwood Wealth Management LLC 70,441$2,491,0002.40%
View complete list of SCHWAB STRATEGIC TR shareholders