JFG Wealth Management, 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
JFG Wealth Management, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2022$43,081,000
+2464.3%
1,017,278
+2603.4%
14.45%
+2253.3%
Q2 2022$1,680,000
-56.4%
37,629
-41.7%
0.61%
-82.3%
Q4 2018$3,852,00064,5393.46%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2022
NameSharesValueWeighting ↓
SAGE FINANCIAL GROUP INC 8,116,431$366,456,86444.66%
Leverty Financial Group, LLC 830,306$37,488,29632.07%
Adams Wealth Management 1,869,819$84,422,31929.82%
Campbell Wealth Management 4,389,312$198,17727.58%
Kolinsky Wealth Management, LLC 456,413$20,60723.52%
HBK Sorce Advisory LLC 17,483,096$789,36221.24%
APPLETON GROUP, LLC 314,921$14,218,67420.85%
MONEYWISE, INC. 608,078$27,454,70720.53%
Northwest Quadrant Wealth Management, LLC 1,451,683$65,543,46119.98%
BlueSky Wealth Advisors, LLC 1,909,183$86,199,62419.06%
View complete list of SCHWAB STRATEGIC TR shareholders