Physician Wealth Advisors, Inc. - SCHWAB STRATEGIC TR ownership

Back to all holdings Add to watchlist

SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 772 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.31 and the average weighting 1.2%.

Links
Filings
External links
Quarter-by-quarter ownership
Physician Wealth Advisors, Inc. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$396,357
-7.4%
7,883
-4.5%
0.10%
-3.8%
Q2 2023$427,847
+7.2%
8,2580.0%0.11%
+1.0%
Q1 2023$398,944
+23.6%
8,258
+20.4%
0.10%
+20.7%
Q4 2022$322,875
+6.2%
6,8580.0%0.09%
-6.5%
Q3 2022$304,000
-8.2%
6,8580.0%0.09%
-3.1%
Q2 2022$331,000
-3.8%
6,858
+0.9%
0.10%
+5.5%
Q1 2022$344,000
-40.8%
6,798
+29.3%
0.09%
-40.1%
Q4 2021$581,000
+3.0%
5,258
+0.6%
0.15%
-1.9%
Q3 2021$564,000
+0.7%
5,226
-1.7%
0.16%
-3.1%
Q2 2021$560,000
+6.3%
5,3180.0%0.16%
-6.4%
Q1 2021$527,000
+2.5%
5,318
-0.6%
0.17%
-2.3%
Q4 2020$514,000
+2.8%
5,348
-15.6%
0.18%
-12.9%
Q3 2020$500,000
-9.3%
6,333
-8.1%
0.20%
-9.5%
Q2 2020$551,000
+35.7%
6,894
+11.1%
0.22%
+9.4%
Q1 2020$406,000
-51.0%
6,204
-41.4%
0.20%
-45.0%
Q4 2019$829,000
-18.2%
10,587
-21.6%
0.37%
-25.5%
Q3 2019$1,014,000–13,508–0.50%–
 Download
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2021
NameSharesValueWeighting ↓
Evergreen Advisors, LLC 1,139,628$87,615,00049.66%
HT Partners LLC 1,337,239$102,807,00041.05%
Evensky & Katz LLC 2,667,314$205,063,00028.49%
AGILIS PARTNERS LLC 689,512$53,010,00028.27%
Strid Group, LLC 1,110,065$85,342,00027.11%
SYM FINANCIAL Corp 400,827$30,816,00020.36%
WT Wealth Management 334,605$25,724,00019.55%
Retirement Planning Group, LLC 1,232,004$94,716,00018.86%
Gainplan LLC 456,631$35,106,00018.48%
Summit Financial Strategies, Inc. 481,314$37,003,00018.10%
View complete list of SCHWAB STRATEGIC TR shareholders