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 ↓
SFMG, LLC 1,012,721$27,495,0006.65%
Bouchey Financial Group Ltd 494,512$13,426,0006.46%
Retirement Planning Group, LLC 392,697$10,662,0004.68%
SOL Capital Management CO 31,212$847,0000.33%
TWO SIGMA SECURITIES, LLC 7,411$201,0000.32%
VALLEY NATIONAL ADVISERS INC 18,120$492,0000.30%
LVW Advisors, LLC 20,425$555,0000.26%
Vigilant Capital Management, LLC 40,575$1,102,0000.22%
HT Partners LLC 9,453$257,0000.17%
UNITED CAPITAL FINANCIAL ADVISORS, LLC 246,322$6,688,0000.08%
View complete list of SCHWAB STRATEGIC TR shareholders