EXENCIAL WEALTH ADVISORS, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 961 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.19 and the average weighting 1.5%.

Quarter-by-quarter ownership
EXENCIAL WEALTH ADVISORS, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$330,579
-0.6%
6,533
+2.9%
0.02%
+6.7%
Q2 2023$332,611
-18.3%
6,351
+77.7%
0.02%
-25.0%
Q4 2021$407,000
-4.9%
3,575
-13.1%
0.02%
-13.0%
Q2 2021$428,000
+15.1%
4,114
+6.3%
0.02%
+4.5%
Q1 2021$372,0003,8690.02%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2022
NameSharesValueWeighting ↓
SAGE FINANCIAL GROUP INC 8,244,869$398,804,33445.19%
Leverty Financial Group, LLC 1,765,554$85,399,87033.52%
APPLETON GROUP, LLC 301,734$14,594,87928.46%
Campbell Wealth Management 4,535,018$219,35927.48%
Adams Wealth Management 1,585,510$76,691,09924.76%
Kolinsky Wealth Management, LLC 455,609$22,03823.39%
Northwest Quadrant Wealth Management, LLC 1,475,744$71,381,75120.56%
MONEYWISE, INC. 646,573$31,274,71320.23%
BlueSky Wealth Advisors, LLC 1,973,631$95,464,52319.74%
HBK Sorce Advisory LLC 8,885,920$429,811,96219.50%
View complete list of SCHWAB STRATEGIC TR shareholders