LIBERTY WEALTH MANAGEMENT LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 858 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.53 and the average weighting 1.6%.

Quarter-by-quarter ownership
LIBERTY WEALTH MANAGEMENT LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q1 2023$4,517,549
+1107.9%
95,570
+2559.2%
0.93%
+600.8%
Q3 2021$374,000
+37300.0%
3,594
+32572.7%
0.13%
Q2 2021$1,000
-90.0%
11
-91.8%
0.00%
-100.0%
Q2 2020$10,0001340.01%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2021
NameSharesValueWeighting ↓
Adams Wealth Management 2,997,266$133,858,00050.73%
SAGE FINANCIAL GROUP INC 7,870,702$351,506,00046.44%
Campbell Wealth Management 4,340,344$193,840,00027.14%
Koss-Olinger Consulting, LLC 2,860,639$127,756,00023.30%
Kolinsky Wealth Management, LLC 440,597$19,677,00023.25%
HBK Sorce Advisory LLC 7,060,246$315,311,00023.24%
MONEYWISE, INC. 651,105$29,078,00022.66%
Northwest Quadrant Wealth Management, LLC 1,417,749$64,182,00019.89%
BlueSky Wealth Advisors, LLC 1,946,010$86,909,00019.29%
DRAVO BAY LLC 460,458$21,559,00018.41%
View complete list of SCHWAB STRATEGIC TR shareholders