One Wealth Advisors, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHI and the CUSIP is 808524698. A total of 146 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
One Wealth Advisors, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$2,792,332
+523.3%
66,169
+520.3%
0.62%
+322.4%
Q3 2022$448,000
-79.1%
10,668
-74.5%
0.15%
-82.1%
Q1 2021$2,147,00041,7930.82%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2023
NameSharesValueWeighting ↓
WestHill Financial Advisors, Inc. 204,769$9,129,0003.01%
Copperleaf Capital, LLC 53,466$2,383,0002.41%
Charles Schwab Trust Co 208,003$9,273,0001.92%
Ridgewood Investments LLC 8,700$388,0000.30%
Midwest Heritage Bank, FSB 5,464$244,0000.22%
Main Street Financial Solutions, LLC 20,083$895,0000.12%
VAN STRUM & TOWNE INC. 5,570$248,0000.11%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 5,588,104$249,118,0000.09%
McCarthy Grittinger Financial Group, LLC 3,968$176,8890.08%
NICOLET BANKSHARES INC 6,020$268,0000.07%
View complete list of SCHWAB STRATEGIC TR shareholders