Marquette Asset Management, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 185 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Marquette Asset Management, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q1 2022$113,000
-5.0%
2,1280.0%0.03%
+4.0%
Q4 2021$119,000
-27.9%
2,128
-26.7%
0.02%
-32.4%
Q3 2021$165,000
+26.0%
2,903
+25.7%
0.04%
+27.6%
Q2 2021$131,000
+0.8%
2,3100.0%0.03%
-6.5%
Q1 2021$130,000
-3.0%
2,3100.0%0.03%0.0%
Q4 2020$134,000
-1.5%
2,3100.0%0.03%
-18.4%
Q3 2020$136,0000.0%2,3100.0%0.04%
-13.6%
Q2 2020$136,0000.0%2,3100.0%0.04%
-21.4%
Q1 2020$136,000
+7.1%
2,3100.0%0.06%
+33.3%
Q4 2019$127,000
-0.8%
2,3100.0%0.04%
-2.3%
Q3 2019$128,000
+0.8%
2,3100.0%0.04%0.0%
Q2 2019$127,000
+2.4%
2,3100.0%0.04%
+2.4%
Q1 2019$124,0002,3100.04%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2019
NameSharesValueWeighting ↓
Cornerstone Wealth Advisors, Inc. 608,014$30,662,14611.14%
BerganKDV Wealth Management, LLC 1,770,773$89,300,0929.20%
LIBRA WEALTH LLC 271,717$13,702,6887.94%
HC Advisors, LLC 227,517$11,473,7057.09%
Morningstar Investment Management LLC 934,158$47,1107.02%
WestHill Financial Advisors, Inc. 442,569$22,318,7556.68%
Beacon Wealthcare LLC 251,479$12,682,0866.63%
Charles Schwab Investment Advisory, Inc. 76,816,412$3,873,851,6696.17%
FLC Capital Advisors 364,254$18,369,3295.62%
Moisand Fitzgerald Tamayo, LLC 502,831$25,357,7685.42%
View complete list of SCHWAB STRATEGIC TR shareholders