Klingman & Associates, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 957 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
Klingman & Associates, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q2 2024$576,773
+3.5%
8,9770.0%0.04%0.0%
Q1 2024$557,113
+123.7%
8,977
+60.9%
0.04%
+62.5%
Q2 2022$249,0005,5790.02%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2022
NameSharesValueWeighting ↓
SAGE FINANCIAL GROUP INC 8,378,315$538,306,71846.62%
Diversified, LLC 3,904,509$250,864,68929.47%
Gordian Advisors LLC 425,220$27,320,37126.33%
Northwest Quadrant Wealth Management, LLC 1,522,848$97,842,98924.08%
HBK Sorce Advisory LLC 10,593,466$680,639,68723.77%
Richardson Capital Management LLC 471,936$30,321,90823.34%
FINANCIAL CONSULATE, INC 1,164,454$74,816,86721.93%
BlueSky Wealth Advisors, LLC 1,968,745$126,491,83921.29%
Leverty Financial Group, LLC 550,936$35,397,97320.94%
Kolinsky Wealth Management, LLC 439,272$28,223,22320.22%
View complete list of SCHWAB STRATEGIC TR shareholders