SUMMITRY LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 269 filers reported holding SCHWAB STRATEGIC TR in Q2 2016. The put-call ratio across all filers is 0.31 and the average weighting 1.4%.

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 Q2 2016
NameSharesValueWeighting ↓
SAGE FINANCIAL GROUP INC 8,116,431$366,456,86444.66%
Leverty Financial Group, LLC 830,306$37,488,29632.07%
Adams Wealth Management 1,869,819$84,422,31929.82%
Campbell Wealth Management 4,389,312$198,17727.58%
Kolinsky Wealth Management, LLC 456,413$20,60723.52%
HBK Sorce Advisory LLC 17,483,096$789,36221.24%
APPLETON GROUP, LLC 314,921$14,218,67420.85%
MONEYWISE, INC. 608,078$27,454,70720.53%
Northwest Quadrant Wealth Management, LLC 1,451,683$65,543,46119.98%
BlueSky Wealth Advisors, LLC 1,909,183$86,199,62419.06%
View complete list of SCHWAB STRATEGIC TR shareholders