1834 INVESTMENT ADVISORS CO - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 596 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is 93.85 and the average weighting 1.8%.

Quarter-by-quarter ownership
1834 INVESTMENT ADVISORS CO ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$363,814
-7.6%
7,190
-4.4%
0.04%
-4.3%
Q2 2023$393,928
+8.3%
7,5220.0%0.05%
+6.8%
Q1 2023$363,840
+28.5%
7,522
+20.0%
0.04%
+10.0%
Q4 2022$283,090
+948.5%
6,270
+1463.6%
0.04%
+900.0%
Q1 2019$27,0004010.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2019
NameSharesValueWeighting ↓
SAGE FINANCIAL GROUP INC 8,244,869$398,804,33445.19%
Leverty Financial Group, LLC 1,765,554$85,399,87033.52%
APPLETON GROUP, LLC 301,734$14,594,87928.46%
Campbell Wealth Management 4,535,018$219,35927.48%
Adams Wealth Management 1,585,510$76,691,09924.76%
Kolinsky Wealth Management, LLC 455,609$22,03823.39%
Northwest Quadrant Wealth Management, LLC 1,475,744$71,381,75120.56%
MONEYWISE, INC. 646,573$31,274,71320.23%
BlueSky Wealth Advisors, LLC 1,973,631$95,464,52319.74%
HBK Sorce Advisory LLC 8,885,920$429,811,96219.50%
View complete list of SCHWAB STRATEGIC TR shareholders