SUMMITRY LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 256 filers reported holding SCHWAB STRATEGIC TR in Q1 2016. The put-call ratio across all filers is 0.05 and the average weighting 1.5%.

Quarter-by-quarter ownership
SUMMITRY LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q1 2022$215,000
-49.4%
3,990
-44.0%
0.01%
-69.0%
Q4 2018$425,000
+109.4%
7,119
+71.7%
0.04%
+90.9%
Q1 2016$203,0004,1470.02%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2016
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