PATHSTONE FAMILY OFFICE, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 825 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.7%.

Quarter-by-quarter ownership
PATHSTONE FAMILY OFFICE, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$869,852
-11.2%
17,191
-8.1%
0.01%
-53.3%
Q2 2023$979,964
+8.3%
18,712
+0.0%
0.02%0.0%
Q1 2023$904,925
+216.0%
18,708
-50.0%
0.02%
+650.0%
Q4 2022$286,384
-81.9%
37,410
+0.0%
0.00%
-85.7%
Q3 2022$1,583,943
+89.7%
37,400
+100.1%
0.01%
-22.2%
Q2 2022$834,938
+11827.7%
18,695
+24826.7%
0.02%
Q4 2020$7,000
+16.7%
750.0%0.00%
-100.0%
Q3 2020$6,0000.0%750.0%0.00%0.0%
Q2 2020$6,000
+20.0%
750.0%0.00%0.0%
Q1 2020$5,0000.0%750.0%0.00%0.0%
Q3 2019$5,0000.0%750.0%0.00%0.0%
Q2 2019$5,0000.0%750.0%0.00%0.0%
Q1 2019$5,000
+25.0%
750.0%0.00%
-50.0%
Q2 2017$4,000
-96.9%
75
-96.7%
0.00%
-97.2%
Q1 2017$130,000
+712.5%
2,306
+570.3%
0.07%
+60.0%
Q2 2014$16,0003440.04%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2021
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