CBIZ Investment Advisory Services, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 694 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 0.58 and the average weighting 1.8%.

Quarter-by-quarter ownership
CBIZ Investment Advisory Services, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q4 2020$55,000
-49.1%
415
-69.0%
0.01%
-54.5%
Q3 2020$108,000
+9.1%
1,3390.0%0.01%0.0%
Q2 2020$99,000
+10.0%
1,339
-8.8%
0.01%0.0%
Q1 2020$90,000
-20.4%
1,4690.0%0.01%
-8.3%
Q4 2019$113,0001,4690.01%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2020
NameSharesValueWeighting ↓
SAGE FINANCIAL GROUP INC 8,116,431$366,456,86444.66%
Leverty Financial Group, LLC 830,306$37,488,29632.07%
Adams Wealth Management 1,869,819$84,422,31929.82%
Campbell Wealth Management 4,389,312$198,17727.58%
Kolinsky Wealth Management, LLC 456,413$20,60723.52%
HBK Sorce Advisory LLC 17,483,096$789,36221.24%
APPLETON GROUP, LLC 314,921$14,218,67420.85%
MONEYWISE, INC. 608,078$27,454,70720.53%
Northwest Quadrant Wealth Management, LLC 1,451,683$65,543,46119.98%
BlueSky Wealth Advisors, LLC 1,909,183$86,199,62419.06%
View complete list of SCHWAB STRATEGIC TR shareholders