WealthStone, Inc. - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 660 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is 0.57 and the average weighting 1.4%.

Quarter-by-quarter ownership
WealthStone, Inc. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q1 2021$268,000
-32.0%
2,069
-32.6%
0.09%
-33.6%
Q4 2020$394,000
-97.9%
3,069
+1288.7%
0.14%
+1650.0%
Q2 2019$18,389,0002210.01%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2020
NameSharesValueWeighting ↓
Triton Wealth Management, PLLC 304,529$47,423,00022.60%
Avantax Planning Partners, Inc. 3,223,233$477,329,00022.02%
APPLETON GROUP, LLC 167,449$24,798,00021.34%
Northern Capital Management, Inc. 166,533$24,662,00021.08%
Marquette Asset Management, LLC 597,717$88,516,00019.90%
Mokosak Advisory Group, LLC 285,304$42,254,00017.52%
Fund Evaluation Group, LLC 1,113,800$164,943,00017.31%
Legacy Financial Strategies, LLC 210,289$31,142,00014.65%
Alpha Omega Group, Inc. 91,285$13,518,00014.47%
Reitz Capital Advisors LLC 129,115$19,120,00014.32%
View complete list of SCHWAB STRATEGIC TR shareholders