REGENTATLANTIC CAPITAL LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 945 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.30 and the average weighting 1.5%.

Quarter-by-quarter ownership
REGENTATLANTIC CAPITAL LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2022$4,652,000
+30.3%
109,837
+37.4%
0.14%
+17.8%
Q2 2022$3,569,000
+485.1%
79,918
+605.9%
0.12%
+594.1%
Q1 2022$610,000
-90.3%
11,321
+8744.5%
0.02%
+1600.0%
Q4 2014$6,278,0001280.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2022
NameSharesValueWeighting ↓
SAGE FINANCIAL GROUP INC 8,244,869$398,804,33445.19%
Leverty Financial Group, LLC 1,765,554$85,399,87033.52%
APPLETON GROUP, LLC 301,734$14,594,87928.46%
Campbell Wealth Management 4,535,018$219,35927.48%
Adams Wealth Management 1,585,510$76,691,09924.76%
Kolinsky Wealth Management, LLC 455,609$22,03823.39%
Northwest Quadrant Wealth Management, LLC 1,475,744$71,381,75120.56%
MONEYWISE, INC. 646,573$31,274,71320.23%
BlueSky Wealth Advisors, LLC 1,973,631$95,464,52319.74%
HBK Sorce Advisory LLC 8,885,920$429,811,96219.50%
View complete list of SCHWAB STRATEGIC TR shareholders