SHAKER INVESTMENTS LLC/OH - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 961 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.19 and the average weighting 1.5%.

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 Q1 2022
NameSharesValueWeighting ↓
SAGE FINANCIAL GROUP INC 7,951,404$336,742,00046.13%
Adams Wealth Management 2,747,171$116,343,00043.55%
Campbell Wealth Management 4,365,922$184,897,00026.72%
Kolinsky Wealth Management, LLC 451,001$19,100,00023.93%
HBK Sorce Advisory LLC 8,223,597$348,269,00023.31%
Koss-Olinger Consulting, LLC 3,093,644$131,016,00022.28%
MONEYWISE, INC. 641,901$27,185,00022.18%
Northwest Quadrant Wealth Management, LLC 1,440,697$61,014,00020.01%
APPLETON GROUP, LLC 161,743$6,850,00019.56%
BlueSky Wealth Advisors, LLC 1,989,326$84,248,00019.55%
View complete list of SCHWAB STRATEGIC TR shareholders