Bell Bank - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 777 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.24 and the average weighting 1.1%.

Quarter-by-quarter ownership
Bell Bank ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q2 2023$203,414
-19.5%
2,714
-30.0%
0.02%
-18.5%
Q1 2023$252,534
-82.0%
3,875
-84.7%
0.03%
-83.4%
Q4 2022$1,405,724
+241.2%
25,301
+256.2%
0.16%
+232.7%
Q2 2022$412,0007,1030.05%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2022
NameSharesValueWeighting ↓
Northern Capital Management, Inc. 473,084$34,402,69132.12%
Thrive Wealth Management, LLC 1,234,934$89,804,43423.89%
Marquette Asset Management, LLC 1,090,081$79,270,70018.80%
Financial Advisors, LLC 922,244$67,065,55616.60%
Legacy Financial Strategies, LLC 649,549$49,554,13015.93%
Fund Evaluation Group, LLC 2,440,415$177,46715.77%
Avantax Planning Partners, Inc. 5,132,324$373,222,60315.61%
Triton Wealth Management, PLLC 310,011$23,179,00615.59%
Aspen Wealth Strategies, LLC 250,439$18,214,79214.21%
HHM Wealth Advisors, LLC 967,878$70,384,08713.75%
View complete list of SCHWAB STRATEGIC TR shareholders