Grey Fox Wealth Advisors, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 596 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.08 and the average weighting 0.9%.

Quarter-by-quarter ownership
Grey Fox Wealth Advisors, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$2,262,935
-30.0%
44,819
-27.4%
1.14%
-31.8%
Q2 2023$3,235,020
+7.3%
61,702
+9.8%
1.66%
-6.5%
Q1 2023$3,013,686
+3.5%
56,215
-0.0%
1.78%
-7.4%
Q4 2022$2,912,46256,2361.92%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2023
NameSharesValueWeighting ↓
Quadratic Capital Management LLC 24,648,549$1,496,413,00092.91%
NinePointTwo Capital LLC 2,739,343$166,305,00044.98%
Walker Financial Services, Inc. 687,180$41,718,71438.30%
Carolina Wealth Advisors, LLC 354,702$21,534,00013.60%
Joseph Group Capital Management 211,679$12,851,00012.96%
LifeGuide Financial Advisors, LLC 252,709$15,342,00011.84%
Sensible Financial Planning & Management, LLC. 725,861$44,067,00011.78%
RE Dickinson Investment Advisors, LLC 242,169$14,702,0009.88%
Charles Schwab Investment Advisory, Inc. 97,234,136$5,903,084,0009.38%
SVB Investment Services Inc. 230,030$13,965,0008.66%
View complete list of SCHWAB STRATEGIC TR shareholders