Members Trust Co - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 1,139 filers reported holding SCHWAB STRATEGIC TR in Q2 2024. The put-call ratio across all filers is 0.29 and the average weighting 1.3%.

Quarter-by-quarter ownership
Members Trust Co ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q2 2024$590,418,000
+139146.9%
5,855
+28.0%
0.02%
+38.5%
Q1 2024$424,008
+11.2%
4,5730.0%0.01%
+18.2%
Q4 2023$381,159
+55.6%
4,573
+31.9%
0.01%
-15.4%
Q4 2017$245,0003,4680.01%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2024
NameSharesValueWeighting ↓
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 41,138$28,356,00027.57%
Marquette Asset Management, LLC 875,363$60,339,00023.22%
Reitz Capital Advisors LLC 226,168$15,590,00018.84%
Avantax Planning Partners, Inc. 3,576,720$246,543,00018.59%
Fund Evaluation Group, LLC 935,445$64,480,00016.07%
HHM Wealth Advisors, LLC 247,885$17,087,00012.52%
PIERSHALE FINANCIAL GROUP, INC. 290,182$20,002,00012.14%
Krilogy Financial LLC 555,820$38,313,00010.56%
Harborview Advisors, LLC 126,609$8,727,00010.22%
Denver PWM, LLC 185,867$14,035,00010.06%
View complete list of SCHWAB STRATEGIC TR shareholders