SHAKER INVESTMENTS LLC/OH - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 725 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 1.58 and the average weighting 1.8%.

Quarter-by-quarter ownership
SHAKER INVESTMENTS LLC/OH ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q4 2021$209,000
+2.5%
1,837
-6.4%
0.09%
-4.3%
Q2 2021$204,000
-12.8%
1,963
-23.7%
0.09%
-20.3%
Q4 2020$234,000
+17.0%
2,574
+3.6%
0.12%
+15.7%
Q3 2020$200,0002,4850.10%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2020
NameSharesValueWeighting ↓
Adams Wealth Management 2,997,266$133,858,00050.73%
SAGE FINANCIAL GROUP INC 7,870,702$351,506,00046.44%
Campbell Wealth Management 4,340,344$193,840,00027.14%
Koss-Olinger Consulting, LLC 2,860,639$127,756,00023.30%
Kolinsky Wealth Management, LLC 440,597$19,677,00023.25%
HBK Sorce Advisory LLC 7,060,246$315,311,00023.24%
MONEYWISE, INC. 651,105$29,078,00022.66%
Northwest Quadrant Wealth Management, LLC 1,417,749$64,182,00019.89%
BlueSky Wealth Advisors, LLC 1,946,010$86,909,00019.29%
DRAVO BAY LLC 460,458$21,559,00018.41%
View complete list of SCHWAB STRATEGIC TR shareholders