My Legacy Advisors, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 1,044 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.17 and the average weighting 1.5%.

Quarter-by-quarter ownership
My Legacy Advisors, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$575,581
-23.0%
11,423
-18.7%
0.23%
-20.4%
Q2 2023$747,765
-60.8%
14,043
-64.4%
0.29%
-64.0%
Q1 2023$1,906,781
-18.4%
39,462
-17.4%
0.82%
-18.1%
Q4 2022$2,336,539
-21.6%
47,802
-32.2%
1.00%
-33.7%
Q3 2022$2,982,000
-34.5%
70,518
-29.5%
1.50%
-33.9%
Q2 2022$4,554,000
-40.3%
100,081
-29.3%
2.28%
-35.7%
Q1 2022$7,623,000141,5623.54%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2023
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