Sonora Investment Management, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 170 filers reported holding SCHWAB STRATEGIC TR in Q1 2016. The put-call ratio across all filers is 0.03 and the average weighting 1.1%.

Quarter-by-quarter ownership
Sonora Investment Management, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q4 2020$352,000
+2833.3%
2,741
+1727.3%
0.03%
+2800.0%
Q1 2019$12,000
-99.8%
150
+2.7%
0.00%
-50.0%
Q2 2016$7,672,000
-30.1%
146
-29.5%
0.00%
-33.3%
Q1 2016$10,983,0002070.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2016
NameSharesValueWeighting ↓
Marquette Asset Management, LLC 765,363$71,110,00023.27%
Avantax Planning Partners, Inc. 3,943,304$366,372,00021.56%
APPLETON GROUP, LLC 168,749$15,678,00019.90%
Fund Evaluation Group, LLC 1,175,621$109,227,00017.84%
Reitz Capital Advisors LLC 168,614$15,665,00016.93%
Mokosak Advisory Group, LLC 242,056$22,489,00013.60%
HHM Wealth Advisors, LLC 271,405$25,218,00012.12%
MATHER GROUP, LLC. 1,800,678$167,301,00010.50%
MARSHALL FINANCIAL GROUP INC /ADV 165,475$15,374,00010.38%
BALLAST ADVISORS LLC 151,566$14,082,00010.36%
View complete list of SCHWAB STRATEGIC TR shareholders