Curtis Advisory Group, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 936 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.5%.

Quarter-by-quarter ownership
Curtis Advisory Group, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$232,355
-3.4%
4,5920.0%0.08%0.0%
Q2 2023$240,483
+8.3%
4,5920.0%0.08%
-4.9%
Q1 2023$222,115
+7.5%
4,592
+0.3%
0.08%
-2.4%
Q4 2022$206,697
+1.3%
4,5780.0%0.08%
+2.5%
Q2 2022$204,0004,5780.08%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2022
NameSharesValueWeighting ↓
SAGE FINANCIAL GROUP INC 8,113,379$410,536,95545.50%
Campbell Wealth Management 4,509,439$228,17827.78%
Adams Wealth Management 1,545,431$78,198,79126.53%
Diversified, LLC 1,706,300$86,338,76322.40%
Kolinsky Wealth Management, LLC 438,061$22,165,89422.01%
Northwest Quadrant Wealth Management, LLC 1,504,510$76,128,21121.37%
BlueSky Wealth Advisors, LLC 1,973,276$99,847,76120.42%
FINANCIAL CONSULATE, INC 899,723$45,525,96620.10%
Leverty Financial Group, LLC 531,156$26,875,97419.51%
HBK Sorce Advisory LLC 8,722,542$441,360,64319.43%
View complete list of SCHWAB STRATEGIC TR shareholders