FirstPurpose Wealth 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 Q4 2021. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
FirstPurpose Wealth LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$313,111
-23.9%
9,220
-20.1%
0.14%
-23.3%
Q2 2023$411,187
-0.6%
11,534
-2.9%
0.18%
-13.7%
Q1 2023$413,563
+18.0%
11,884
+9.2%
0.20%
+4.1%
Q4 2022$350,477
+8.5%
10,881
-5.3%
0.20%
-8.0%
Q3 2022$323,000
+12.5%
11,491
+25.9%
0.21%
+10.4%
Q2 2022$287,000
-43.1%
9,128
-33.6%
0.19%
-50.9%
Q1 2022$504,000
+13.0%
13,739
+19.8%
0.39%
+40.4%
Q4 2021$446,00011,4730.28%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2021
NameSharesValueWeighting ↓
TimeScale Financial, Inc. 2,353,958$88,556,00022.86%
Matrix Trust Co 1,895,020$71,291,00019.47%
SVB Investment Services Inc. 520,347$19,575,00015.59%
ACT WEALTH MANAGEMENT, LLC 632,906$23,810,00015.37%
JBJ Investment Partners, LLC 1,620,280$60,955,00013.33%
Evergreen Advisors, LLC 900,577$33,880,00012.98%
Northwest Capital Management Inc 433,873$16,323,00011.86%
Personal Capital Advisors Corp 52,477,785$1,974,214,00011.44%
Your Advocates Ltd., LLP 383,658$14,433,00010.67%
Callan Capital, LLC 1,459,637$54,912,0009.99%
View complete list of SCHWAB STRATEGIC TR shareholders