Sonora Investment Management, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 171 filers reported holding SCHWAB STRATEGIC TR in Q2 2016. The put-call ratio across all filers is 0.27 and the average weighting 1.0%.

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 Q2 2016
NameSharesValueWeighting ↓
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 41,138$28,356,00027.57%
Marquette Asset Management, LLC 875,363$60,339,00023.22%
Reitz Capital Advisors LLC 226,168$15,590,00018.84%
Avantax Planning Partners, Inc. 3,576,720$246,543,00018.59%
Fund Evaluation Group, LLC 935,445$64,480,00016.07%
HHM Wealth Advisors, LLC 247,885$17,087,00012.52%
PIERSHALE FINANCIAL GROUP, INC. 290,182$20,002,00012.14%
Krilogy Financial LLC 555,820$38,313,00010.56%
Harborview Advisors, LLC 126,609$8,727,00010.22%
Denver PWM, LLC 185,867$14,035,00010.06%
View complete list of SCHWAB STRATEGIC TR shareholders