Onyx Financial Advisors, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 630 filers reported holding SCHWAB STRATEGIC TR in Q2 2024. The put-call ratio across all filers is 0.04 and the average weighting 0.8%.

Quarter-by-quarter ownership
Onyx Financial Advisors, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$297,285
-3.7%
5,8880.0%0.26%
-3.4%
Q2 2023$308,708
-2.2%
5,8880.0%0.26%
-9.3%
Q1 2023$315,656
+3.5%
5,8880.0%0.29%
-4.3%
Q4 2022$304,9405,8880.30%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2024
NameSharesValueWeighting ↓
Quadratic Capital Management LLC 13,466,385$835,993,000100.00%
Knowledge Leaders Capital, LLC 330,706$20,530,00017.85%
NinePointTwo Capital LLC 678,582$42,126,00017.15%
DWM Financial Group, Inc. 141,934$8,811,00012.00%
Charles Schwab Investment Advisory, Inc. 89,796,311$5,574,555,00011.56%
Carolina Wealth Advisors, LLC 195,189$12,117,0009.73%
SVB Investment Services Inc. 187,004$11,609,0009.01%
KEYSTONE WEALTH PARTNERS 176,112$10,933,0008.68%
LVW Advisors, LLC 679,522$42,185,0008.46%
BlueSky Wealth Advisors, LLC 503,684$31,269,0007.55%
View complete list of SCHWAB STRATEGIC TR shareholders