HENGEHOLD CAPITAL MANAGEMENT LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 678 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.25 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 Q4 2022
NameSharesValueWeighting ↓
Mokosak Advisory Group, LLC 737,510$46,031,00021.97%
Northern Capital Management, Inc. 295,778$18,462,00017.97%
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 643,350$40,158,00015.76%
Avantax Planning Partners, Inc. 5,043,942$314,843,00013.45%
BALLAST ADVISORS LLC 402,718$25,138,00011.30%
GenWealth Group, Inc. 489,488$30,554,0009.77%
MATHER GROUP, LLC. 6,813,154$425,277,0009.71%
Gemmer Asset Management LLC 988,564$61,706,0009.65%
IVC Wealth Advisors LLC 190,915$11,917,0009.22%
MARSHALL FINANCIAL GROUP INC /ADV 315,297$19,681,0008.94%
View complete list of SCHWAB STRATEGIC TR shareholders