HENGEHOLD CAPITAL MANAGEMENT LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 625 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.35 and the average weighting 0.9%.

Quarter-by-quarter ownership
HENGEHOLD CAPITAL MANAGEMENT LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$261,640
-4.5%
4,059
-0.6%
0.03%
-5.6%
Q2 2023$273,996
+2.9%
4,084
+0.6%
0.04%
-2.7%
Q1 2023$266,285
-0.1%
4,060
+0.6%
0.04%0.0%
Q4 2022$266,539
+27.5%
4,037
+20.4%
0.04%
+23.3%
Q2 2022$209,0003,3540.03%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2022
NameSharesValueWeighting ↓
APPLETON GROUP, LLC 139,476$8,161,00023.30%
Mokosak Advisory Group, LLC 738,601$43,212,00021.28%
Northern Capital Management, Inc. 298,990$17,494,00017.90%
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 727,232$42,550,00016.44%
Avantax Planning Partners, Inc. 5,166,392$302,286,00013.62%
BALLAST ADVISORS LLC 414,901$24,276,00011.35%
Gemmer Asset Management LLC 1,002,985$58,685,0009.78%
MATHER GROUP, LLC. 7,160,541$418,964,0009.02%
GenWealth Group, Inc. 450,989$26,387,0008.94%
IVC Wealth Advisors LLC 189,393$11,081,0008.92%
View complete list of SCHWAB STRATEGIC TR shareholders