Campbell Wealth Management - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHI and the CUSIP is 808524698. A total of 96 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Campbell Wealth Management ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$12,907
-5.6%
305,855
-1.4%
1.57%
+27.6%
Q2 2023$13,667
+2.9%
310,271
+4.3%
1.23%
-26.0%
Q1 2023$13,285
+7.5%
297,579
+3.8%
1.66%
-3.3%
Q4 2022$12,361
-99.9%
286,805
+3.9%
1.72%
+2.6%
Q3 2022$11,603,000276,0681.68%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 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