OPPENHEIMER ASSET MANAGEMENT INC. - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 936 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.5%.

Quarter-by-quarter ownership
OPPENHEIMER ASSET MANAGEMENT INC. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$213,987
-24.4%
4,229
-21.7%
0.00%
-25.0%
Q2 2023$282,955
+8.5%
5,403
+0.2%
0.00%0.0%
Q1 2023$260,811
+7.7%
5,392
+0.5%
0.00%0.0%
Q4 2022$242,230
+6.7%
5,365
+0.3%
0.00%0.0%
Q3 2022$227,0005,3500.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2022
NameSharesValueWeighting ↓
SAGE FINANCIAL GROUP INC 3,819,634$307,977,00050.39%
INVESTMENT SECURITY GROUP INC /CO/ /ADV 983,264$79,163,00042.04%
Adams Wealth Management 595,440$48,010,00037.38%
Pacific Edge Advisors, LLC 724,241$58,396,00033.62%
PIERSHALE FINANCIAL GROUP, INC. 599,968$48,375,00027.82%
BlueSky Wealth Advisors, LLC 1,215,483$102,757,00026.82%
Filbrandt Wealth Management, LLC 424,616$34,237,00026.80%
Campbell Wealth Management 1,949,233$157,167,00025.70%
Northwest Quadrant Wealth Management, LLC 728,189$58,277,00023.09%
EVERMAY WEALTH MANAGEMENT LLC 1,075,701$86,734,00021.30%
View complete list of SCHWAB STRATEGIC TR shareholders