Brand Asset Management Group, Inc. - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 690 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.18 and the average weighting 1.3%.

Quarter-by-quarter ownership
Brand Asset Management Group, Inc. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$2,013,695
-32.7%
27,691
-30.7%
1.03%
-27.7%
Q2 2023$2,993,827
+12.7%
39,944
-2.0%
1.43%
+6.6%
Q1 2023$2,657,423
-14.7%
40,777
-27.3%
1.34%
-14.9%
Q4 2022$3,114,539
+22.9%
56,057
+23.4%
1.58%
+12.0%
Q3 2022$2,535,000
-18.3%
45,430
-15.1%
1.41%
-11.1%
Q2 2022$3,103,000
-14.9%
53,503
+9.7%
1.58%
-1.9%
Q1 2022$3,647,000
+91.7%
48,754
+319.7%
1.61%
+88.0%
Q4 2021$1,902,000
+10.6%
11,616
+0.1%
0.86%
+3.3%
Q3 2021$1,719,000
+1.8%
11,605
+0.4%
0.83%
+1.2%
Q2 2021$1,688,000
+14.1%
11,562
+1.4%
0.82%
+8.9%
Q1 2021$1,480,000
+2.3%
11,403
+1.2%
0.75%
-7.4%
Q4 2020$1,447,000
+9.9%
11,270
-1.4%
0.81%
-1.5%
Q3 2020$1,317,000
+4.2%
11,433
-8.2%
0.82%
+2.4%
Q2 2020$1,264,000
+28.5%
12,450
+0.8%
0.81%
+11.0%
Q1 2020$984,000
+31.0%
12,354
+52.8%
0.73%
+51.9%
Q4 2019$751,000
+9.8%
8,084
-0.8%
0.48%
+5.5%
Q3 2019$684,000
+8.2%
8,147
+7.3%
0.45%
+9.2%
Q2 2019$632,000
+6.9%
7,595
+2.0%
0.42%
+3.5%
Q1 2019$591,000
+60.2%
7,446
+39.0%
0.40%
+36.9%
Q4 2018$369,000
+13.5%
5,358
+35.3%
0.29%
+22.6%
Q3 2018$325,000
+5.9%
3,960
-2.3%
0.24%
+1.7%
Q2 2018$307,0004,0550.24%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2021
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