Beaumont Financial Advisors, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 1,016 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.13 and the average weighting 1.4%.

Quarter-by-quarter ownership
Beaumont Financial Advisors, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$3,013,873
-4.4%
59,563
-1.0%
0.30%
+3.4%
Q2 2023$3,152,277
+5.3%
60,192
-2.7%
0.29%
-4.0%
Q1 2023$2,993,073
+7.1%
61,8790.0%0.30%
+7.8%
Q4 2022$2,793,82361,8790.28%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2023
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