Geneos Wealth Management Inc. - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is FNDB and the CUSIP is 808524789. A total of 108 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$1,331
+46.1%
24
+50.0%
0.00%
Q2 2023$911
+5.2%
160.0%0.00%
Q1 2023$866
+2.9%
160.0%0.00%
Q4 2022$842160.0%0.00%
Q3 2022$0160.0%0.00%
Q2 2022$0
-100.0%
16
-95.2%
0.00%
-100.0%
Q3 2021$18,0003340.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2022
NameSharesValueWeighting ↓
Opes Wealth Management LLC 311,093$11,697,0008.55%
HHM Wealth Advisors, LLC 260,098$9,780,0006.26%
Leonard Rickey Investment Advisors P.L.L.C. 97,754$3,676,0002.66%
Tiller Private Wealth, Inc. 35,230$1,325,0001.15%
Callan Capital, LLC 92,906$3,493,0001.14%
Hochman Cole Investment Advisors, Inc. 29,256$1,100,0000.66%
Retirement Planning Group, LLC 51,393$1,932,0000.47%
Vigilant Capital Management, LLC 77,855$2,927,0000.41%
VALLEY NATIONAL ADVISERS INC 20,302$763,0000.22%
SOL Capital Management CO 17,573$661,0000.18%
View complete list of SCHWAB STRATEGIC TR shareholders