Spectrum Management Group, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 729 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 68.61 and the average weighting 1.8%.

Quarter-by-quarter ownership
Spectrum Management Group, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2020$36,000
+9.1%
4500.0%0.01%0.0%
Q2 2020$33,000
+17.9%
4500.0%0.01%
-11.1%
Q1 2020$28,000
-20.0%
4500.0%0.01%
-35.7%
Q4 2019$35,0004500.01%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2019
NameSharesValueWeighting ↓
SAGE FINANCIAL GROUP INC 3,628,925$252,428,00049.64%
Northwest Quadrant Wealth Management, LLC 586,549$39,287,00024.15%
Pacific Edge Advisors, LLC 612,186$42,584,00023.51%
EVERMAY WEALTH MANAGEMENT LLC 958,407$66,667,00020.81%
ACCESS FINANCIAL SERVICES, INC. 418,360$29,101,00019.97%
AT Bancorp 2,556,595$177,837,00019.18%
HBK Sorce Advisory LLC 2,427,193$168,836,00019.03%
Apriem Advisors 1,234,560$85,876,00018.80%
Delphi Private Advisors LLC 78,167$5,437,00018.53%
Financial Management Professionals, Inc. 676,651$47,068,00018.28%
View complete list of SCHWAB STRATEGIC TR shareholders