Physician Wealth Advisors, Inc. - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHJ and the CUSIP is 808524714. A total of 122 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Physician Wealth Advisors, Inc. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q4 2021$5,429,000
-19.0%
107,972
-18.0%
1.42%
-22.7%
Q3 2021$6,699,000
-27.3%
131,694
-26.8%
1.84%
-30.2%
Q2 2021$9,215,000
+173.4%
179,794
+171.7%
2.64%
+140.8%
Q1 2021$3,370,000
+13.3%
66,180
+14.2%
1.10%
+8.3%
Q4 2020$2,974,00057,9271.01%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2021
NameSharesValueWeighting ↓
RFP Financial Group LLC 181,325$8,502,5893.81%
TAP Consulting, LLC 192,527$9,027,6022.36%
Baldrige Asset Management LLC 101,303$4,7502.11%
CLIENT 1ST ADVISORY GROUP, LLC 70,835$3,321,4671.94%
Kaizen Financial Strategies 38,602$1,832,4371.81%
Kades & Cheifetz LLC 36,557$1,714,1781.43%
Rosenberg Matthew Hamilton 79,546$3,729,9121.26%
VAN STRUM & TOWNE INC. 41,290$1,936,0880.83%
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 21,593$1,0130.83%
Columbus Macro, LLC 38,000$1,781,8200.68%
View complete list of SCHWAB STRATEGIC TR shareholders