Grey Fox Wealth Advisors, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 531 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.98 and the average weighting 0.8%.

Quarter-by-quarter ownership
Grey Fox Wealth Advisors, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$3,202,563
+88.4%
72,407
+96.6%
1.61%
+83.5%
Q2 2023$1,699,923
-4.5%
36,827
-3.0%
0.88%
-16.8%
Q1 2023$1,780,610
-5.9%
37,958
-8.5%
1.05%
-15.8%
Q4 2022$1,893,24241,4731.25%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2022
NameSharesValueWeighting ↓
Sensible Financial Planning & Management, LLC. 1,138,139$59,229,00030.24%
Dragon Financial & Investment Group, LLC 428,533$22,301,00019.78%
COOPER/HAIMS ADVISORS, LLC 290,579$15,122,00014.00%
Live Your Vision, LLC 707,730$36,504,00012.23%
OGOREK ANTHONY JOSEPH /NY/ /ADV 270,609$14,082,00011.53%
Alliance Wealth Management Group 444,714$23,142,00011.47%
Mokosak Advisory Group, LLC 259,714$13,507,00010.46%
Avantax Planning Partners, Inc. 2,156,326$112,215,00010.27%
McAdam, LLC 275,738$14,438,00010.20%
Kohmann Bosshard Financial Services, LLC 299,050$15,563,0009.99%
View complete list of SCHWAB STRATEGIC TR shareholders