Crosspoint Capital Strategies, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 1,139 filers reported holding SCHWAB STRATEGIC TR in Q2 2024. The put-call ratio across all filers is 0.29 and the average weighting 1.3%.

Quarter-by-quarter ownership
Crosspoint Capital Strategies, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2015$100,000
-16.0%
1,999
-9.5%
0.12%
+241.2%
Q2 2015$119,000
+2.6%
2,208
+2.4%
0.03%
-39.3%
Q1 2015$116,000
+452.4%
2,157
+422.3%
0.06%
+700.0%
Q4 2014$21,0004130.01%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2024
NameSharesValueWeighting ↓
Triton Wealth Management, PLLC 266,640$40,571,00023.18%
Treybourne Wealth Planners, Inc. 245,977$35,903,00022.22%
Avantax Planning Partners, Inc. 3,211,015$468,680,00021.98%
Northern Capital Management, Inc. 167,998$24,521,00020.83%
Marquette Asset Management, LLC 615,828$89,886,00019.79%
Fund Evaluation Group, LLC 1,362,748$198,907,00019.20%
APPLETON GROUP, LLC 162,960$23,786,00018.26%
Mokosak Advisory Group, LLC 281,257$41,065,00017.25%
Reitz Capital Advisors LLC 150,114$21,911,00015.46%
Advisory Services & Investments, LLC 141,715$20,685,00015.07%
View complete list of SCHWAB STRATEGIC TR shareholders