MISSION WEALTH MANAGEMENT, LP - SCHWAB STRATEGIC TR ownership

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SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 1,067 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is 0.20 and the average weighting 1.2%.

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Quarter-by-quarter ownership
MISSION WEALTH MANAGEMENT, LP ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q2 2024$734,135
-88.3%
7,280
-89.3%
0.02%
-88.5%
Q1 2024$6,287,149
+1022.4%
67,808
+904.3%
0.16%
+816.7%
Q4 2023$560,147
+14.8%
6,752
+0.6%
0.02%0.0%
Q3 2023$487,938
-46.4%
6,710
-44.7%
0.02%
-47.1%
Q2 2023$909,521
+108.8%
12,135
+81.6%
0.03%
+88.9%
Q1 2023$435,502
+17.3%
6,683
+0.0%
0.02%0.0%
Q4 2022$371,252
+7.3%
6,682
+7.8%
0.02%0.0%
Q3 2022$346,000
+20.1%
6,200
+25.0%
0.02%
+20.0%
Q2 2022$288,000
-22.4%
4,9600.0%0.02%
-11.8%
Q1 2022$371,000
-8.6%
4,960
+100.0%
0.02%
-5.6%
Q4 2021$406,000
+10.6%
2,4800.0%0.02%
-5.3%
Q3 2021$367,000
+1.4%
2,4800.0%0.02%0.0%
Q2 2021$362,000
+12.4%
2,4800.0%0.02%0.0%
Q1 2021$322,000
+1.3%
2,4800.0%0.02%
-5.0%
Q4 2020$318,000
+2.9%
2,480
-7.5%
0.02%
-13.0%
Q3 2020$309,000
+21.2%
2,680
+6.6%
0.02%
+4.5%
Q2 2020$255,000
+27.5%
2,5150.0%0.02%0.0%
Q1 2020$200,000
-14.5%
2,5150.0%0.02%0.0%
Q4 2019$234,000–2,515–0.02%–
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Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2023
NameSharesValueWeighting ↓
Northern Capital Management, Inc. 473,084$34,402,69132.12%
Thrive Wealth Management, LLC 1,234,934$89,804,43423.89%
Marquette Asset Management, LLC 1,090,081$79,270,70018.80%
Financial Advisors, LLC 922,244$67,065,55616.60%
Legacy Financial Strategies, LLC 649,549$49,554,13015.93%
Fund Evaluation Group, LLC 2,440,415$177,46715.77%
Avantax Planning Partners, Inc. 5,132,324$373,222,60315.61%
Triton Wealth Management, PLLC 310,011$23,179,00615.59%
Aspen Wealth Strategies, LLC 250,439$18,214,79214.21%
HHM Wealth Advisors, LLC 967,878$70,384,08713.75%
View complete list of SCHWAB STRATEGIC TR shareholders