Mayfair Advisory Group, LLC - SCHWAB STRATEGIC TR ownership

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SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 961 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.19 and the average weighting 1.5%.

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Quarter-by-quarter ownership
Mayfair Advisory Group, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$251,266
-0.3%
4,886
+0.5%
0.24%
-4.0%
Q2 2023$252,025
+11.1%
4,862
+4.3%
0.25%
+2.4%
Q1 2023$226,787
+2.8%
4,662
-3.2%
0.25%
-12.5%
Q4 2022$220,600
+7.6%
4,817
+1.9%
0.28%
-3.1%
Q3 2022$205,000
-37.9%
4,728
-30.2%
0.29%
-33.3%
Q2 2022$330,000
+31.5%
6,773
+45.7%
0.44%
+35.1%
Q1 2022$251,000
-3.5%
4,648
+100.0%
0.32%
-6.7%
Q4 2021$260,000
-0.8%
2,324
-7.9%
0.34%
-14.2%
Q3 2021$262,000
-5.1%
2,524
-5.0%
0.40%
-8.0%
Q2 2021$276,000
+5.7%
2,657
-0.9%
0.44%
-6.4%
Q1 2021$261,000
+2.4%
2,682
-4.4%
0.47%
-6.4%
Q4 2020$255,000
-23.9%
2,804
-32.5%
0.50%
-42.2%
Q3 2020$335,000
-7.7%
4,154
-15.3%
0.86%
-26.3%
Q2 2020$363,000
+21.0%
4,9050.0%1.17%
-13.9%
Q1 2020$300,000
-20.4%
4,9050.0%1.36%
+17.4%
Q4 2019$377,000–4,905–1.16%–
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Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 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