Foresight Wealth Management, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 718 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 0.17 and the average weighting 1.8%.

Quarter-by-quarter ownership
Foresight Wealth Management, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q1 2020$286,000
-24.9%
4,665
-5.9%
0.20%
-16.2%
Q4 2019$381,000
+11.1%
4,960
+2.6%
0.24%
-4.9%
Q3 2019$343,000
+20.8%
4,835
+19.4%
0.25%
+14.9%
Q2 2019$284,000
+2.5%
4,049
-1.1%
0.22%
-10.4%
Q1 2019$277,0004,0920.24%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2020
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