Fulcrum Equity Management - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 722 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.55 and the average weighting 1.2%.

Quarter-by-quarter ownership
Fulcrum Equity Management ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$1,362,855
-50.7%
18,741
+0.3%
1.60%
+48.8%
Q3 2021$2,767,000
+215.1%
18,683
+97.7%
1.07%
+133.8%
Q4 2019$878,0009,4490.46%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2021
NameSharesValueWeighting ↓
Avantax Planning Partners, Inc. 3,634,327$275,409,00024.60%
APPLETON GROUP, LLC 236,494$17,922,00023.55%
Marquette Asset Management, LLC 920,185$69,732,00023.36%
Financial Engines Advisors L.L.C. 10,064,203$762,685,00018.13%
Fund Evaluation Group, LLC 1,363,060$103,293,00016.44%
Financial Management Professionals, Inc. 397,172$30,098,00012.26%
TOTAL INVESTMENT MANAGEMENT INC 681,215$51,622,00011.91%
Newport Wealth Strategies, Inc. 128,061$9,704,00011.23%
Spectrum Asset Management, Inc. (NB/CA) 165,663$12,554,00011.11%
Krilogy Financial LLC 539,323$40,870,00010.31%
View complete list of SCHWAB STRATEGIC TR shareholders