BLUE SQUARE ASSET MANAGEMENT, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 725 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 1.58 and the average weighting 1.8%.

Quarter-by-quarter ownership
BLUE SQUARE ASSET MANAGEMENT, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q2 2020$209,000
-51.7%
2,826
-60.0%
0.14%
-64.0%
Q1 2020$433,000
-36.1%
7,065
-20.0%
0.40%
-24.2%
Q4 2019$678,0008,8270.53%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2020
NameSharesValueWeighting ↓
SAGE FINANCIAL GROUP INC 3,819,634$307,977,00050.39%
INVESTMENT SECURITY GROUP INC /CO/ /ADV 983,264$79,163,00042.04%
Adams Wealth Management 595,440$48,010,00037.38%
Pacific Edge Advisors, LLC 724,241$58,396,00033.62%
PIERSHALE FINANCIAL GROUP, INC. 599,968$48,375,00027.82%
BlueSky Wealth Advisors, LLC 1,215,483$102,757,00026.82%
Filbrandt Wealth Management, LLC 424,616$34,237,00026.80%
Campbell Wealth Management 1,949,233$157,167,00025.70%
Northwest Quadrant Wealth Management, LLC 728,189$58,277,00023.09%
EVERMAY WEALTH MANAGEMENT LLC 1,075,701$86,734,00021.30%
View complete list of SCHWAB STRATEGIC TR shareholders