AVANTAX ADVISORY SERVICES, INC. - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHJ and the CUSIP is 808524714. A total of 73 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
AVANTAX ADVISORY SERVICES, INC. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q2 2024$354,492
+6.6%
7,342
+6.7%
0.00%0.0%
Q1 2024$332,685
+1.8%
6,884
+1.9%
0.00%0.0%
Q4 2023$326,748
+22.7%
6,754
+19.1%
0.00%0.0%
Q3 2023$266,224
+17.2%
5,669
+18.0%
0.00%0.0%
Q2 2023$227,1444,8050.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2023
NameSharesValueWeighting ↓
RFP Financial Group LLC 181,325$8,502,5893.81%
TAP Consulting, LLC 192,527$9,027,6022.36%
Baldrige Asset Management LLC 101,303$4,7502.11%
CLIENT 1ST ADVISORY GROUP, LLC 70,835$3,321,4671.94%
Kaizen Financial Strategies 38,602$1,832,4371.81%
Kades & Cheifetz LLC 36,557$1,714,1781.43%
Rosenberg Matthew Hamilton 79,546$3,729,9121.26%
VAN STRUM & TOWNE INC. 41,290$1,936,0880.83%
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 21,593$1,0130.83%
Columbus Macro, LLC 38,000$1,781,8200.68%
View complete list of SCHWAB STRATEGIC TR shareholders