Barrett Asset Management, LLC - SCHWAB STRATEGIC TR ownership

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SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 809 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.58 and the average weighting 1.2%.

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Quarter-by-quarter ownership
Barrett Asset Management, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q4 2021$29,000
+11.5%
1750.0%0.00%0.0%
Q3 2021$26,000
-48.0%
175
-48.5%
0.00%
-50.0%
Q2 2021$50,000
+13.6%
340
+0.3%
0.00%0.0%
Q1 2021$44,000
-47.0%
339
-50.0%
0.00%0.0%
Q4 2020$83,000
+112.8%
678
+100.0%
0.00%0.0%
Q3 2020$39,000
+14.7%
339
+0.3%
0.00%0.0%
Q2 2020$34,000
+25.9%
3380.0%0.00%0.0%
Q1 2020$27,000
-54.2%
338
-49.8%
0.00%0.0%
Q4 2019$59,000
+110.7%
673
+100.3%
0.00%0.0%
Q3 2019$28,0000.0%336
+0.3%
0.00%0.0%
Q2 2019$28,000
-20.0%
335
-23.0%
0.00%0.0%
Q1 2019$35,000
+16.7%
435
+0.5%
0.00%0.0%
Q4 2018$30,000
+275.0%
433
+333.0%
0.00%
+100.0%
Q3 2018$8,0000.0%1000.0%0.00%0.0%
Q2 2018$8,000
+14.3%
1000.0%0.00%–
Q1 2018$7,0000.0%1000.0%0.00%–
Q4 2017$7,000–100–0.00%–
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Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2022
NameSharesValueWeighting ↓
Northern Capital Management, Inc. 473,084$34,402,69132.12%
Thrive Wealth Management, LLC 1,234,934$89,804,43423.89%
Marquette Asset Management, LLC 1,090,081$79,270,70018.80%
Financial Advisors, LLC 922,244$67,065,55616.60%
Legacy Financial Strategies, LLC 649,549$49,554,13015.93%
Fund Evaluation Group, LLC 2,440,415$177,46715.77%
Avantax Planning Partners, Inc. 5,132,324$373,222,60315.61%
Triton Wealth Management, PLLC 310,011$23,179,00615.59%
Aspen Wealth Strategies, LLC 250,439$18,214,79214.21%
HHM Wealth Advisors, LLC 967,878$70,384,08713.75%
View complete list of SCHWAB STRATEGIC TR shareholders