Nalls Sherbakoff Group, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 438 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
Nalls Sherbakoff Group, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$2,136,131
+2.3%
29,375
-1.2%
2.08%
+1.3%
Q2 2023$2,088,526
+9.6%
29,717
-0.1%
2.05%
+8.2%
Q1 2023$1,905,712
+54.4%
29,744
+66.2%
1.90%
-3.8%
Q4 2018$1,234,00017,8991.97%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2019
NameSharesValueWeighting ↓
Northern Capital Management, Inc. 473,084$34,402,69132.12%
Thrive Wealth Management, LLC 1,234,934$89,804,43423.89%
Marquette Asset Management, LLC 1,090,081$79,270,70018.80%
Financial Advisors, LLC 922,244$67,065,55616.60%
Legacy Financial Strategies, LLC 649,549$49,554,13015.93%
Fund Evaluation Group, LLC 2,440,415$177,46715.77%
Avantax Planning Partners, Inc. 5,132,324$373,222,60315.61%
Triton Wealth Management, PLLC 310,011$23,179,00615.59%
Aspen Wealth Strategies, LLC 250,439$18,214,79214.21%
HHM Wealth Advisors, LLC 967,878$70,384,08713.75%
View complete list of SCHWAB STRATEGIC TR shareholders