IFG Advisory, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 481 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
IFG Advisory, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$712,821
+25.6%
16,116
+31.1%
0.06%
+20.0%
Q2 2023$567,467
+21.6%
12,293
+23.6%
0.05%
+13.6%
Q1 2023$466,742
-11.4%
9,949
+1.7%
0.04%
-33.3%
Q1 2021$527,000
-4.7%
9,780
-1.0%
0.07%
-14.3%
Q4 2020$553,0009,8800.08%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2021
NameSharesValueWeighting ↓
Sensible Financial Planning & Management, LLC. 268,217$14,044,00014.34%
OGOREK ANTHONY JOSEPH /NY/ /ADV 324,212$16,976,00012.72%
BSW Wealth Partners 119,908$6,278,0005.07%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 221,969$11,622,0004.58%
PRING TURNER CAPITAL GROUP INC 75,915$3,975,0004.17%
Courage Miller Partners, LLC 80,088$4,193,0003.47%
Apriem Advisors 139,080$7,282,0002.68%
SVA Wealth Management, LLC 137,291$7,189,0002.61%
Landmark Financial Advisors, LLC 37,773$1,977,0002.04%
Tuttle Capital Management, LLC 60,513$3,168,0002.00%
View complete list of SCHWAB STRATEGIC TR shareholders