LOWERY THOMAS, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 702 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.22 and the average weighting 1.1%.

Quarter-by-quarter ownership
LOWERY THOMAS, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2022$1,868,000
-33.4%
36,049
-28.3%
2.18%
-18.6%
Q2 2022$2,806,000
-67.1%
50,284
-64.2%
2.68%
-59.4%
Q1 2022$8,520,000
-37.2%
140,342
-35.0%
6.61%
-29.4%
Q4 2021$13,573,000215,8299.36%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2022
NameSharesValueWeighting ↓
Quadratic Capital Management LLC 49,267,823$3,079,731,000100.00%
NinePointTwo Capital LLC 1,713,470$107,109,00037.74%
Knowledge Leaders Capital, LLC 329,957$20,626,00013.80%
AllGen Financial Advisors, Inc. 235,677$14,732,16711.31%
Charles Schwab Investment Advisory, Inc. 90,703,478$5,669,874,0009.71%
Carolina Wealth Advisors, LLC 216,575$13,538,0009.12%
MONUMENTAL FINANCIAL GROUP INC. 166,973$10,437,0008.93%
SVB Investment Services Inc. 205,748$12,861,0008.58%
KEYSTONE WEALTH PARTNERS 223,796$13,989,0008.35%
LVW Advisors, LLC 695,048$43,447,0007.71%
View complete list of SCHWAB STRATEGIC TR shareholders