JFG Wealth Management, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 367 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
JFG Wealth Management, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$10,887,536
-4.0%
337,598
+0.5%
3.56%
+2.3%
Q2 2023$11,338,514
-7.0%
335,757
-7.2%
3.48%
-16.3%
Q1 2023$12,197,121
+9.1%
361,825
+1.8%
4.16%
+14.4%
Q4 2022$11,181,669
+285.6%
355,312
+240.0%
3.63%
+273.2%
Q3 2022$2,900,000
-67.3%
104,508
-63.2%
0.97%
-70.0%
Q2 2022$8,873,000
-6.9%
284,143
+13.2%
3.24%
+13.4%
Q1 2022$9,527,000
+23.2%
250,914
+32.8%
2.86%
-1.2%
Q4 2021$7,732,000
+59.9%
188,903
+62.2%
2.90%
+25.6%
Q3 2021$4,835,000
+13.9%
116,464
+14.1%
2.31%
+23.4%
Q2 2021$4,246,000
+33.5%
102,064
+26.5%
1.87%
+5.4%
Q1 2021$3,181,000
+8.8%
80,705
+3.9%
1.77%
+11.7%
Q4 2020$2,924,000
-99.9%
77,672
+8.4%
1.59%
-3.8%
Q3 2020$2,331,328,000
+105965.9%
71,667
-3.6%
1.65%
-21.6%
Q2 2020$2,198,00074,3282.10%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2021
NameSharesValueWeighting ↓
Southern Wealth Management, LLP 677,322$22,832,5228.86%
Morton Brown Family Wealth, LLC 285,054$9,609,1785.73%
Johnson Financial Group, LLC 995,782$33,567,8115.04%
ACT WEALTH MANAGEMENT, LLC 242,757$8,183,3364.87%
Strategic Financial Planning, Inc. 157,219$5,299,8494.84%
JFG Wealth Management, LLC 361,825$12,197,1214.16%
McAdam, LLC 1,087,429$36,657,2443.30%
Kathleen S. Wright Associates Inc. 147,082$4,958,1483.26%
Brand Asset Management Group, Inc. 181,281$6,110,9973.08%
Vise Technologies, Inc. 337,078$11,362,8992.99%
View complete list of SCHWAB STRATEGIC TR shareholders