Physician Wealth Advisors, Inc. - SCHWAB STRATEGIC TR ownership

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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%.

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Quarter-by-quarter ownership
Physician Wealth Advisors, Inc. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$584,939
-2.6%
11,4380.0%0.15%
+0.7%
Q2 2023$600,495
+7.7%
11,438
+0.3%
0.15%
+2.1%
Q1 2023$557,460
+3.4%
11,407
+0.2%
0.15%0.0%
Q4 2022$539,174
+5.5%
11,387
-0.3%
0.15%
-7.0%
Q3 2022$511,000
-6.6%
11,418
+1.5%
0.16%
-0.6%
Q2 2022$547,000
-3.4%
11,247
+1.3%
0.16%
+5.3%
Q1 2022$566,000
-12.5%
11,102
+91.2%
0.15%
-11.8%
Q4 2021$647,000
+1.9%
5,807
-1.1%
0.17%
-2.9%
Q3 2021$635,000
-3.8%
5,869
-6.0%
0.18%
-7.4%
Q2 2021$660,000
-45.7%
6,243
-49.4%
0.19%
-52.2%
Q1 2021$1,215,000
-22.8%
12,331
-25.1%
0.40%
-26.3%
Q4 2020$1,574,000
+16.9%
16,467
-2.7%
0.54%
-0.9%
Q3 2020$1,347,000
-1.5%
16,917
-0.3%
0.54%
-1.8%
Q2 2020$1,368,000
+20.0%
16,974
-1.1%
0.55%
-3.3%
Q1 2020$1,140,000
-44.3%
17,162
-34.3%
0.57%
-37.4%
Q4 2019$2,046,000
+4.5%
26,117
+0.1%
0.91%
-4.8%
Q3 2019$1,957,000–26,103–0.96%–
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Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 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