PDS Planning, Inc - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 486 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 1.7%.

Quarter-by-quarter ownership
PDS Planning, Inc ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$223,515
-15.7%
4,417
-0.4%
0.03%
-87.3%
Q4 2018$265,000
-8.3%
4,436
+6.7%
0.23%
-7.7%
Q3 2018$289,000
+7.0%
4,1580.0%0.25%
-7.1%
Q2 2018$270,000
+3.1%
4,1580.0%0.27%
+0.4%
Q1 2018$262,0004,1580.26%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2018
NameSharesValueWeighting ↓
SAGE FINANCIAL GROUP INC 3,819,634$307,977,00050.39%
INVESTMENT SECURITY GROUP INC /CO/ /ADV 983,264$79,163,00042.04%
Adams Wealth Management 595,440$48,010,00037.38%
Pacific Edge Advisors, LLC 724,241$58,396,00033.62%
PIERSHALE FINANCIAL GROUP, INC. 599,968$48,375,00027.82%
BlueSky Wealth Advisors, LLC 1,215,483$102,757,00026.82%
Filbrandt Wealth Management, LLC 424,616$34,237,00026.80%
Campbell Wealth Management 1,949,233$157,167,00025.70%
Northwest Quadrant Wealth Management, LLC 728,189$58,277,00023.09%
EVERMAY WEALTH MANAGEMENT LLC 1,075,701$86,734,00021.30%
View complete list of SCHWAB STRATEGIC TR shareholders