CBIZ Investment Advisory Services, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 718 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 0.17 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 Q2 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