Camelot Portfolios, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 722 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 68.61 and the average weighting 1.8%.

Quarter-by-quarter ownership
Camelot Portfolios, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2020$250,000
+8.7%
3,1000.0%0.16%
+5.4%
Q2 2020$230,000
+9.5%
3,100
+13.6%
0.15%
+68.2%
Q4 2019$210,000
-34.0%
2,730
-39.7%
0.09%
-33.3%
Q2 2019$318,000
+3.9%
4,5300.0%0.13%
+3.1%
Q1 2019$306,0004,5300.13%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2019
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