SVB WEALTH LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 674 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 0.56 and the average weighting 1.2%.

Quarter-by-quarter ownership
SVB WEALTH LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$1,276,488
-13.5%
17,553
-10.8%
0.03%
+3.7%
Q2 2023$1,475,045
-33.7%
19,680
-42.4%
0.03%
-12.9%
Q1 2023$2,224,770
+117.4%
34,138
+85.4%
0.03%
+121.4%
Q4 2022$1,023,206
-68.0%
18,416
-67.9%
0.01%
-70.2%
Q3 2022$3,198,000
+506.8%
57,310
+530.8%
0.05%
+487.5%
Q2 2022$527,000
+542.7%
9,086
+726.0%
0.01%
+700.0%
Q1 2022$82,000
-81.1%
1,100
-67.1%
0.00%
-83.3%
Q1 2021$434,000
+1.2%
3,341
+0.1%
0.01%0.0%
Q4 2020$429,000
+24.0%
3,338
+11.1%
0.01%0.0%
Q3 2020$346,0003,0050.01%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2021
NameSharesValueWeighting ↓
Triton Wealth Management, PLLC 241,902$26,005,00026.92%
Marquette Asset Management, LLC 753,967$76,558,00024.96%
Avantax Planning Partners, Inc. 4,280,749$434,667,00024.55%
Reitz Capital Advisors LLC 164,163$16,669,00021.17%
APPLETON GROUP, LLC 157,009$15,943,00019.19%
Mokosak Advisory Group, LLC 292,495$29,710,00018.14%
Fund Evaluation Group, LLC 1,169,436$118,745,00016.45%
HHM Wealth Advisors, LLC 299,395$30,401,00012.70%
Kelman-Lazarov, Inc. 259,277$26,327,00012.20%
Legacy Wealth Management, Inc 698,612$70,937,00011.58%
View complete list of SCHWAB STRATEGIC TR shareholders