AMG National Trust Bank - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 559 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.56 and the average weighting 0.8%.

Quarter-by-quarter ownership
AMG National Trust Bank ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q1 2021$656,000
+9.7%
10,0500.0%0.02%
+4.8%
Q4 2020$598,000
+16.3%
10,050
+2.1%
0.02%0.0%
Q3 2020$514,000
-14.5%
9,840
-17.9%
0.02%
-22.2%
Q2 2020$601,00011,9900.03%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2021
NameSharesValueWeighting ↓
Mokosak Advisory Group, LLC 737,510$46,031,00021.97%
Northern Capital Management, Inc. 295,778$18,462,00017.97%
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 643,350$40,158,00015.76%
Avantax Planning Partners, Inc. 5,043,942$314,843,00013.45%
BALLAST ADVISORS LLC 402,718$25,138,00011.30%
GenWealth Group, Inc. 489,488$30,554,0009.77%
MATHER GROUP, LLC. 6,813,154$425,277,0009.71%
Gemmer Asset Management LLC 988,564$61,706,0009.65%
IVC Wealth Advisors LLC 190,915$11,917,0009.22%
MARSHALL FINANCIAL GROUP INC /ADV 315,297$19,681,0008.94%
View complete list of SCHWAB STRATEGIC TR shareholders