SYM FINANCIAL Corp - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 927 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
SYM FINANCIAL Corp ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q2 2023$891
-41.8%
25
-43.2%
0.00%
Q1 2023$1,531
+53.1%
44
+51.7%
0.00%
Q3 2022$1,0000.0%29
+93.3%
0.00%
Q1 2022$1,000
-97.4%
15
-98.6%
0.00%
-100.0%
Q4 2020$38,000
+81.0%
1,067
+56.0%
0.03%
+75.0%
Q3 2020$21,0006840.02%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2022
NameSharesValueWeighting ↓
Evergreen Advisors, LLC 596,850$16,921,00016.79%
COOPER/HAIMS ADVISORS, LLC 781,379$22,152,00015.30%
Riverpoint Wealth Management Holdings, LLC 949,520$26,918,00014.94%
OGOREK ANTHONY JOSEPH /NY/ /ADV 617,043$17,493,00013.93%
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 875,130$24,810,00013.88%
MCIA Inc 342,796$9,718,00013.51%
TD Ameritrade Trust Co 1,108,104$31,415,00013.14%
Peachtree Investment Advisors, Inc. 574,020$16,273,00012.55%
Harborview Advisors, LLC 377,004$10,688,00012.52%
Personal Capital Advisors Corp 30,575,896$866,827,00011.60%
View complete list of SCHWAB STRATEGIC TR shareholders