Horrell Capital Management, Inc. - SCHWAB STRATEGIC TR ownership

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SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 1,016 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.13 and the average weighting 1.4%.

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Quarter-by-quarter ownership
Horrell Capital Management, Inc. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$10
-9.1%
2020.0%0.00%0.0%
Q2 2023$11
+10.0%
2020.0%0.00%0.0%
Q1 2023$10
+11.1%
2020.0%0.00%0.0%
Q4 2022$9
-99.9%
2020.0%0.00%0.0%
Q3 2022$9,0000.0%2020.0%0.00%0.0%
Q2 2022$9,000
-18.2%
2020.0%0.00%
-25.0%
Q1 2022$11,0000.0%202
+100.0%
0.00%
+33.3%
Q4 2021$11,0000.0%1010.0%0.00%
-25.0%
Q3 2021$11,0000.0%1010.0%0.00%0.0%
Q2 2021$11,000
+10.0%
1010.0%0.00%0.0%
Q1 2021$10,000
+11.1%
1010.0%0.00%0.0%
Q4 2020$9,000
+12.5%
1010.0%0.00%0.0%
Q3 2020$8,000
+14.3%
1010.0%0.00%
+33.3%
Q2 2020$7,000
+16.7%
1010.0%0.00%
-25.0%
Q1 2020$6,000
-25.0%
1010.0%0.00%0.0%
Q4 2019$8,000
+14.3%
1010.0%0.00%
+33.3%
Q3 2019$7,0000.0%1010.0%0.00%0.0%
Q2 2019$7,0000.0%1010.0%0.00%
-25.0%
Q1 2019$7,000
+16.7%
1010.0%0.00%
+33.3%
Q4 2018$6,000
-14.3%
1010.0%0.00%0.0%
Q3 2018$7,0000.0%1010.0%0.00%
-25.0%
Q2 2018$7,000
+16.7%
1010.0%0.00%
+33.3%
Q1 2018$6,0000.0%1010.0%0.00%0.0%
Q4 2017$6,0000.0%1010.0%0.00%0.0%
Q3 2017$6,000
-25.0%
101
-26.3%
0.00%
-40.0%
Q2 2017$8,0000.0%1370.0%0.01%0.0%
Q1 2017$8,000
-60.0%
137
-63.4%
0.01%
-58.3%
Q4 2016$20,000
+185.7%
374
+181.2%
0.01%
+200.0%
Q3 2016$7,0000.0%1330.0%0.00%
-20.0%
Q2 2016$7,000
+16.7%
1330.0%0.01%
+25.0%
Q1 2016$6,0000.0%1330.0%0.00%0.0%
Q4 2015$6,0000.0%1330.0%0.00%0.0%
Q3 2015$6,000
+200.0%
133
+269.4%
0.00%
+300.0%
Q2 2015$2,0000.0%360.0%0.00%0.0%
Q1 2015$2,0000.0%360.0%0.00%0.0%
Q4 2014$2,0000.0%360.0%0.00%0.0%
Q3 2014$2,0000.0%360.0%0.00%0.0%
Q2 2014$2,000–36–0.00%–
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Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2023
NameSharesValueWeighting ↓
Adams Wealth Management 2,997,266$133,858,00050.73%
SAGE FINANCIAL GROUP INC 7,870,702$351,506,00046.44%
Campbell Wealth Management 4,340,344$193,840,00027.14%
Koss-Olinger Consulting, LLC 2,860,639$127,756,00023.30%
Kolinsky Wealth Management, LLC 440,597$19,677,00023.25%
HBK Sorce Advisory LLC 7,060,246$315,311,00023.24%
MONEYWISE, INC. 651,105$29,078,00022.66%
Northwest Quadrant Wealth Management, LLC 1,417,749$64,182,00019.89%
BlueSky Wealth Advisors, LLC 1,946,010$86,909,00019.29%
DRAVO BAY LLC 460,458$21,559,00018.41%
View complete list of SCHWAB STRATEGIC TR shareholders