First Capital Advisors Group, LLC. - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 761 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.45 and the average weighting 0.9%.

Quarter-by-quarter ownership
First Capital Advisors Group, LLC. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q2 2023$3,694,040
-14.9%
52,007
-18.7%
1.93%
+38.3%
Q1 2023$4,338,434
+108.4%
63,942
+101.6%
1.39%
-1.2%
Q4 2022$2,081,382
+10.9%
31,724
+2.3%
1.41%
-10.0%
Q3 2022$1,877,000
-2.8%
31,006
+0.7%
1.57%
+18.4%
Q2 2022$1,931,000
-50.0%
30,785
-39.5%
1.32%
-47.8%
Q1 2022$3,859,000
-22.6%
50,866
-18.0%
2.53%
-7.2%
Q4 2021$4,986,000
+33.5%
61,997
-20.4%
2.73%
-2.4%
Q4 2018$3,735,000
-23.1%
77,918
-7.2%
2.80%
-6.0%
Q3 2018$4,856,000
+8.8%
83,962
+3.3%
2.98%
+0.6%
Q2 2018$4,463,000
+25.4%
81,310
+20.8%
2.96%
+43.5%
Q1 2018$3,560,000
+21.3%
67,313
+22.2%
2.06%
+11.3%
Q4 2017$2,935,000
+20.1%
55,099
+13.0%
1.85%
+10.4%
Q3 2017$2,444,000
+32.8%
48,769
+27.5%
1.68%
+33.2%
Q2 2017$1,841,000
+19.2%
38,236
+17.1%
1.26%
+9.2%
Q1 2017$1,545,00032,6441.15%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2021
NameSharesValueWeighting ↓
MONEYWISE, INC. 237,889$16,100,31210.10%
Newton One Investments LLC 217,434$14,715,9158.76%
FINANCIAL CONSULATE, INC 287,547$19,461,1858.59%
Mokosak Advisory Group, LLC 306,853$20,767,6058.44%
Legacy Wealth Management, Inc 1,371,043$92,792,2028.11%
Pillar Wealth Advisors, LLC 132,470$8,965,5477.76%
Noble Family Wealth, LLC 338,684$22,922,1347.73%
Northeast Financial Group, Inc. 185,664$12,565,7587.72%
HHM Wealth Advisors, LLC 574,019$38,849,6497.59%
Summit Financial Strategies, Inc. 586,293$39,680,2807.56%
View complete list of SCHWAB STRATEGIC TR shareholders