Shone Asset Management LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 799 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is 0.18 and the average weighting 1.8%.

Quarter-by-quarter ownership
Shone Asset Management LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q4 2020$1,600,000
+5.8%
17,817
-1.2%
1.24%
-7.9%
Q3 2020$1,513,000
+6.4%
18,034
-1.5%
1.35%
-4.1%
Q2 2020$1,422,000
+1.1%
18,302
-11.4%
1.41%
-15.4%
Q1 2020$1,407,00020,6571.66%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2020
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