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 ↓
Charles Schwab Investment Advisory, Inc. 101,715,661$4,292,400,8756.78%
Pinnacle Wealth Management Group, Inc. 130,107$5,490,5155.00%
OGOREK ANTHONY JOSEPH /NY/ /ADV 199,434$8,4163.32%
WestHill Financial Advisors, Inc. 237,259$10,012,3112.92%
Kaizen Financial Strategies 59,429$2,507,9042.12%
FFG RETIREMENT ADVISORS LLC 51,816$2,186,6351.81%
DecisionPoint Financial, LLC 78,765$3,323,8831.74%
Campbell Wealth Management 305,855$12,9071.57%
Horst & Graben Wealth Management LLC 123,785$5,223,7321.28%
Charles Schwab Trust Co 161,154$6,800,6990.77%
View complete list of SCHWAB STRATEGIC TR shareholders