LIBERTY WEALTH MANAGEMENT LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 975 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.79 and the average weighting 1.5%.

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 Q4 2021
NameSharesValueWeighting ↓
SAGE FINANCIAL GROUP INC 7,951,404$336,742,00046.13%
Adams Wealth Management 2,747,171$116,343,00043.55%
Campbell Wealth Management 4,365,922$184,897,00026.72%
Kolinsky Wealth Management, LLC 451,001$19,100,00023.93%
HBK Sorce Advisory LLC 8,223,597$348,269,00023.31%
Koss-Olinger Consulting, LLC 3,093,644$131,016,00022.28%
MONEYWISE, INC. 641,901$27,185,00022.18%
Northwest Quadrant Wealth Management, LLC 1,440,697$61,014,00020.01%
APPLETON GROUP, LLC 161,743$6,850,00019.56%
BlueSky Wealth Advisors, LLC 1,989,326$84,248,00019.55%
View complete list of SCHWAB STRATEGIC TR shareholders