Pinnacle Wealth Management Advisory Group, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 29 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Pinnacle Wealth Management Advisory Group, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$410,096
-4.5%
8,227
-1.0%
0.05%0.0%
Q2 2023$429,451
+8.0%
8,3070.0%0.05%
-1.9%
Q1 2023$397,471
-18.3%
8,307
-23.5%
0.05%
-26.0%
Q4 2022$486,663
+64.4%
10,861
+54.3%
0.07%
+49.0%
Q3 2022$296,000
-4.8%
7,040
+0.1%
0.05%
-2.0%
Q2 2022$311,000
+34.1%
7,036
+62.0%
0.05%
+51.5%
Q1 2022$232,000
-5.3%
4,343
+100.0%
0.03%
-17.5%
Q4 2021$245,000
+8.9%
2,171
+0.1%
0.04%
-24.5%
Q3 2021$225,000
+0.4%
2,169
+0.9%
0.05%
+1.9%
Q2 2021$224,000
+7.7%
2,150
+0.0%
0.05%
-10.3%
Q1 2021$208,000
-5.5%
2,149
-10.9%
0.06%
-13.4%
Q4 2020$220,000
-16.0%
2,412
-29.1%
0.07%
-31.6%
Q4 2019$262,000
+8.3%
3,404
-0.0%
0.10%
-3.0%
Q3 2019$242,000
+6.1%
3,405
+5.4%
0.10%
+4.1%
Q2 2019$228,000
+3.6%
3,2300.0%0.10%
-2.0%
Q1 2019$220,000
-11.6%
3,230
-8.8%
0.10%
-19.5%
Q3 2018$249,000
+7.8%
3,542
+1.1%
0.12%
-0.8%
Q2 2018$231,000
+3.6%
3,5020.0%0.12%
-1.6%
Q1 2018$223,000
+5.2%
3,502
+6.7%
0.13%
+7.7%
Q4 2017$212,000
+5.5%
3,282
-0.5%
0.12%0.0%
Q3 2017$201,000
-9.9%
3,300
-27.1%
0.12%
-40.9%
Q1 2016$223,0004,5260.20%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2023
NameSharesValueWeighting ↓
HT Partners LLC 1,372,248$109,286,00041.49%
Evergreen Advisors, LLC 978,722$77,945,00035.63%
Strid Group, LLC 1,087,067$86,574,00026.48%
Evensky & Katz LLC 2,417,877$192,560,00026.10%
SYM FINANCIAL Corp 388,518$30,942,00023.17%
AGILIS PARTNERS LLC 655,927$52,238,00019.58%
Madden Advisory Services, Inc. 250,656$19,962,00019.02%
JBJ Investment Partners, LLC 867,252$69,068,00018.06%
Hanson & Doremus Investment Management 758,369$60,397,00018.03%
Callan Capital, LLC 934,805$74,448,00016.71%
View complete list of SCHWAB STRATEGIC TR shareholders