MILESTONE WEALTH, 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
MILESTONE WEALTH, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2022$182,000
-5.2%
4,3060.0%0.20%
+0.5%
Q2 2022$192,000
-42.9%
4,306
+45.8%
0.20%
-26.0%
Q1 2022$336,0000.0%2,9530.0%0.27%
+1.5%
Q4 2021$336,0002,9530.27%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2022
NameSharesValueWeighting ↓
SAGE FINANCIAL GROUP INC 7,951,404$336,742,00046.13%
Adams Wealth Management 2,747,171$116,343,00043.55%
Campbell Wealth Management 4,365,922$184,897,00026.72%
Kolinsky Wealth Management, LLC 451,001$19,100,00023.93%
HBK Sorce Advisory LLC 8,223,597$348,269,00023.31%
Koss-Olinger Consulting, LLC 3,093,644$131,016,00022.28%
MONEYWISE, INC. 641,901$27,185,00022.18%
Northwest Quadrant Wealth Management, LLC 1,440,697$61,014,00020.01%
APPLETON GROUP, LLC 161,743$6,850,00019.56%
BlueSky Wealth Advisors, LLC 1,989,326$84,248,00019.55%
View complete list of SCHWAB STRATEGIC TR shareholders