Waterloo Capital, L.P. - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 1,010 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.26 and the average weighting 1.5%.

Quarter-by-quarter ownership
Waterloo Capital, L.P. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$3,434,627
-3.4%
67,878
+0.0%
1.01%
-3.9%
Q2 2023$3,554,640
+14.2%
67,876
+5.5%
1.05%
+8.9%
Q1 2023$3,112,745
+146.8%
64,353
+212.6%
0.96%
+7.6%
Q1 2020$1,261,00020,5870.90%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2023
NameSharesValueWeighting ↓
SAGE FINANCIAL GROUP INC 8,278,358$433,537,60745.86%
Leverty Financial Group, LLC 918,874$48,117,34035.07%
Adams Wealth Management 1,614,355$84,543,75726.39%
Diversified, LLC 1,665,758$87,235,73122.21%
Kolinsky Wealth Management, LLC 446,876$23,143,71621.96%
Campbell Wealth Management 4,651,918$243,62121.94%
APPLETON GROUP, LLC 299,890$15,705,26221.92%
Northwest Quadrant Wealth Management, LLC 1,478,575$77,432,96021.40%
BlueSky Wealth Advisors, LLC 1,970,065$103,172,29220.73%
MONEYWISE, INC. 617,638$32,345,71520.06%
View complete list of SCHWAB STRATEGIC TR shareholders