Geneos Wealth Management Inc. - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 636 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$242,061
+24.1%
3,755
+29.2%
0.01%
+20.0%
Q2 2023$195,010
+1.0%
2,907
+10.2%
0.01%
+42.9%
Q4 2021$193,000
+7.8%
2,638
+0.6%
0.01%0.0%
Q3 2021$179,000
+17800.0%
2,623
+6457.5%
0.01%
Q1 2017$1,000400.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2021
NameSharesValueWeighting ↓
Avantax Planning Partners, Inc. 6,297,083$374,865,00019.29%
Treybourne Wealth Planners, Inc. 366,639$21,826,00015.72%
APPLETON GROUP, LLC 254,812$15,169,00014.80%
Mokosak Advisory Group, LLC 482,360$28,720,00013.72%
Reby Advisors, LLC 792,867$47,199,00012.36%
BALLAST ADVISORS LLC 363,562$21,643,00011.15%
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 272,604$16,228,0009.64%
GenWealth Group, Inc. 459,420$27,349,0009.06%
Northern Capital Management, Inc. 154,928$9,223,0008.98%
Krilogy Financial LLC 1,199,885$71,429,0008.57%
View complete list of SCHWAB STRATEGIC TR shareholders