Edge Capital Group, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 230 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Edge Capital Group, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q4 2019$495,000
+11.2%
14,275
+2.1%
0.05%
+6.7%
Q3 2019$445,000
-2.4%
13,9840.0%0.04%
+2.3%
Q2 2019$456,000
+1.1%
13,9840.0%0.04%0.0%
Q1 2019$451,000
+16.5%
13,984
+5.3%
0.04%
+4.8%
Q4 2018$387,00013,2840.04%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2018
NameSharesValueWeighting ↓
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1,212,265$37,847,0004.02%
Brouwer & Janachowski, LLC 564,908$17,699,0003.86%
Peak Financial Management, Inc. 258,386$8,095,0003.27%
Moisand Fitzgerald Tamayo, LLC 131,240$4,112,0002.90%
Courage Miller Partners, LLC 128,979$4,041,0002.79%
Kohmann Bosshard Financial Services, LLC 99,007$3,102,0002.64%
Charles Schwab Investment Advisory, Inc. 13,310,022$417,003,0002.35%
McAdam, LLC 75,801$2,375,0002.23%
Retirement Planning Group, LLC 186,864$5,854,0001.78%
FINANCIAL CONSULATE, INC 87,546$2,743,0001.75%
View complete list of SCHWAB STRATEGIC TR shareholders