Mascoma Wealth Management LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 946 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.33 and the average weighting 1.2%.

Quarter-by-quarter ownership
Mascoma Wealth Management LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$33,451
-3.6%
4600.0%0.01%
-9.1%
Q2 2023$34,698
+14.2%
4600.0%0.01%
+22.2%
Q1 2023$30,392
+18.9%
4600.0%0.01%
+12.5%
Q4 2022$25,5584600.01%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2023
NameSharesValueWeighting ↓
Marquette Asset Management, LLC 849,509$70,688,00023.88%
APPLETON GROUP, LLC 248,749$20,698,00023.10%
Avantax Planning Partners, Inc. 3,957,211$333,712,00021.59%
Fund Evaluation Group, LLC 1,378,707$114,722,00019.35%
Reitz Capital Advisors LLC 203,482$16,932,00019.09%
Roof Advisory Group, Inc. 303,965$25,292,00014.71%
Mokosak Advisory Group, LLC 233,547$19,461,00013.14%
COLTON GROOME FINANCIAL ADVISORS, LLC 196,482$16,349,00013.10%
HHM Wealth Advisors, LLC 262,104$21,810,00012.86%
HARVEST GROUP WEALTH MANAGEMENT, LLC 119,104$9,910,00012.78%
View complete list of SCHWAB STRATEGIC TR shareholders