Passive Capital Management, LLC. - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 348 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Passive Capital Management, LLC. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q1 2023$4,349,019
-0.4%
86,239
-2.8%
1.90%
-4.5%
Q4 2022$4,367,936
-1.2%
88,725
-1.4%
1.99%
-14.9%
Q3 2022$4,421,084
-7.9%
89,969
-3.3%
2.34%
-4.4%
Q2 2022$4,799,498
+15.0%
93,014
+18.7%
2.44%
+9.3%
Q1 2022$4,172,329
+44.2%
78,354
+52.1%
2.24%
+36.4%
Q4 2021$2,892,72651,5271.64%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2022
NameSharesValueWeighting ↓
Beacon Wealthcare LLC 378,017$18,794,9899.04%
Modus Advisors, LLC 73,283$3,643,6261.48%
MASSMUTUAL TRUST CO FSB/ADV 329,314$16,373,4920.55%
FC Advisory LLC 8,787$436,9140.17%
Apella Capital, LLC 5,227$258,5970.01%
Bartlett & Co. LLC 7,683$3820.01%
Pacifica Partners Inc. 90$4,4060.00%
Anchor Investment Management, LLC 26$1,2930.00%
Versant Capital Management, Inc 18$8820.00%
Global Wealth Strategies & Associates 10$4970.00%
View complete list of SCHWAB STRATEGIC TR shareholders