AXXCESS WEALTH MANAGEMENT, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,150 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.84 and the average weighting 1.3%.

Quarter-by-quarter ownership
AXXCESS WEALTH MANAGEMENT, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$33,925,314
+43.2%
479,442
+47.0%
1.16%
-32.6%
Q2 2023$23,689,603
-13.7%
326,213
-13.0%
1.72%
-17.4%
Q1 2023$27,436,418
+6.1%
375,019
+9.5%
2.08%
-2.7%
Q4 2022$25,864,514
+9.4%
342,395
-3.8%
2.13%
-4.7%
Q3 2022$23,640,000
-1.3%
355,874
+6.4%
2.24%
+1.6%
Q2 2022$23,953,000
-16.2%
334,397
-7.7%
2.20%
-1.3%
Q1 2022$28,588,000
+5.1%
362,387
+7.7%
2.23%
+12.6%
Q4 2021$27,192,000336,4171.98%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2022
NameSharesValueWeighting ↓
JBJ Investment Partners, LLC 1,444,233$75,504,00028.76%
Strategic Wealth Management Group, LLC 491,102$25,675,00021.03%
HHM Wealth Advisors, LLC 522,788$27,331,00017.48%
Hillview Capital Advisors, LLC 53,500$2,797,00014.84%
Asset Advisors Investment Management, LLC 1,396,229$72,995,00012.98%
Avantax Planning Partners, Inc. 3,397,352$177,614,00012.33%
AMERICAN ECONOMIC PLANNING GROUP INC /ADV 749,858$39,203,00012.24%
Summit Asset Management, LLC 442,899$23,155,00011.40%
Legacy Financial Strategies, LLC 241,958$12,650,00010.81%
Pinkerton Retirement Specialists, LLC 560,836$29,321,00010.73%
View complete list of SCHWAB STRATEGIC TR shareholders