GUARDIAN WEALTH ADVISORS, LLC / NC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 1,044 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.17 and the average weighting 1.5%.

Quarter-by-quarter ownership
GUARDIAN WEALTH ADVISORS, LLC / NC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$37,913,399
+122.4%
749,277
+130.2%
6.45%
+120.9%
Q2 2023$17,044,770
+15.3%
325,468
+6.5%
2.92%
+12.5%
Q1 2023$14,785,679
+29.9%
305,679
+21.3%
2.60%
+18.6%
Q4 2022$11,378,636
-0.4%
252,019
-6.6%
2.19%
+2.8%
Q3 2022$11,423,000
+1.5%
269,737
+7.1%
2.13%
+3.6%
Q2 2022$11,249,000
+269.7%
251,881
+345.8%
2.06%
+56.6%
Q1 2022$3,043,000
-5.4%
56,503
+99.9%
1.31%
-5.1%
Q4 2021$3,218,00028,2691.38%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2023
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