Warther Private Wealth, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 975 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.79 and the average weighting 1.5%.

Quarter-by-quarter ownership
Warther Private Wealth, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q2 2022$260,000
-52.1%
5,754
-42.8%
0.19%
-46.3%
Q1 2022$543,000
+3.4%
10,053
+119.1%
0.35%
-9.2%
Q4 2021$525,000
+8.5%
4,588
-0.2%
0.39%
-9.7%
Q3 2021$484,000
+0.8%
4,599
+0.1%
0.43%
-7.3%
Q2 2021$480,0004,5930.47%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2021
NameSharesValueWeighting ↓
Adams Wealth Management 2,997,266$133,858,00050.73%
SAGE FINANCIAL GROUP INC 7,870,702$351,506,00046.44%
Campbell Wealth Management 4,340,344$193,840,00027.14%
Koss-Olinger Consulting, LLC 2,860,639$127,756,00023.30%
Kolinsky Wealth Management, LLC 440,597$19,677,00023.25%
HBK Sorce Advisory LLC 7,060,246$315,311,00023.24%
MONEYWISE, INC. 651,105$29,078,00022.66%
Northwest Quadrant Wealth Management, LLC 1,417,749$64,182,00019.89%
BlueSky Wealth Advisors, LLC 1,946,010$86,909,00019.29%
DRAVO BAY LLC 460,458$21,559,00018.41%
View complete list of SCHWAB STRATEGIC TR shareholders