Aptus Capital Advisors, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 872 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.22 and the average weighting 1.2%.

Quarter-by-quarter ownership
Aptus Capital Advisors, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$346,874
-6.6%
4,770
-3.7%
0.01%0.0%
Q2 2023$371,377
+61.5%
4,955
+40.4%
0.01%
+50.0%
Q1 2023$229,941
+12.6%
3,528
-4.0%
0.01%0.0%
Q4 2022$204,127
-6.4%
3,674
-6.1%
0.01%
+20.0%
Q3 2022$218,000
-4.0%
3,912
-0.1%
0.01%
-16.7%
Q2 2022$227,000
-11.7%
3,917
+13.9%
0.01%0.0%
Q1 2022$257,000
-11.1%
3,440
+94.7%
0.01%
-33.3%
Q4 2021$289,000
-35.5%
1,767
-41.6%
0.01%
-25.0%
Q3 2021$448,000
+8.7%
3,028
+7.1%
0.01%0.0%
Q2 2021$412,000
+7.9%
2,826
-4.1%
0.01%
-14.3%
Q1 2021$382,000
+257.0%
2,946
+251.1%
0.01%
+180.0%
Q4 2020$107,000
+11.5%
8390.0%0.01%0.0%
Q3 2020$96,000
+12.9%
8390.0%0.01%0.0%
Q2 2020$85,000
+77.1%
839
+37.8%
0.01%
+25.0%
Q1 2020$48,000
-14.3%
6090.0%0.00%0.0%
Q4 2019$56,000
+460.0%
609
+372.1%
0.00%
+300.0%
Q3 2019$10,0001290.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2023
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