Shakespeare Wealth Management, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 636 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Shakespeare Wealth Management, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q1 2023$219,431
-0.7%
3,3460.0%0.08%
-3.7%
Q4 2022$220,903
+5.2%
3,3460.0%0.08%
-4.7%
Q2 2022$210,000
-12.1%
3,3460.0%0.08%
-1.2%
Q1 2022$239,000
-2.4%
3,3460.0%0.09%
-1.1%
Q4 2021$245,0003,3460.09%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2021
NameSharesValueWeighting ↓
Mokosak Advisory Group, LLC 743,504$48,758,50820.77%
Northern Capital Management, Inc. 306,160$20,077,94317.20%
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 796,611$52,241,75816.76%
Financial Advisors, LLC 866,550$56,828,37214.39%
Avantax Planning Partners, Inc. 4,285,341$281,032,68211.41%
Gemmer Asset Management LLC 1,178,987$77,317,98011.31%
BALLAST ADVISORS LLC 410,474$26,918,86510.74%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 436,630$28,634,21510.71%
MATHER GROUP, LLC. 8,592,533$563,498,30910.01%
IVC Wealth Advisors LLC 186,278$12,216,1308.66%
View complete list of SCHWAB STRATEGIC TR shareholders