MBE Wealth Management, LLC - SCHWAB STRATEGIC TR ownership

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SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 809 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.58 and the average weighting 1.2%.

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Quarter-by-quarter ownership
MBE Wealth Management, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$432,702
-5.8%
5,950
-2.9%
0.25%
+0.4%
Q2 2023$459,439
+15.0%
6,1300.0%0.25%
+5.1%
Q1 2023$399,467
+15.8%
6,130
-1.3%
0.24%
+5.4%
Q4 2022$344,987
+0.9%
6,209
+1.2%
0.22%
-10.8%
Q3 2022$342,000
-3.9%
6,1340.0%0.25%
+0.8%
Q2 2022$356,000
-22.4%
6,134
+0.0%
0.25%
-9.2%
Q1 2022$459,000
-8.6%
6,133
+100.0%
0.27%
+5.8%
Q4 2021$502,000
-1.2%
3,067
-10.6%
0.26%
-0.4%
Q3 2021$508,000
+1.4%
3,4320.0%0.26%0.0%
Q2 2021$501,000
+12.6%
3,4320.0%0.26%
+7.0%
Q1 2021$445,000
+3.5%
3,432
+2.3%
0.24%
-16.8%
Q4 2020$430,000
+7.2%
3,356
-15.0%
0.29%
-13.6%
Q3 2020$401,0000.0%3,9500.0%0.34%0.0%
Q2 2020$401,000
+21.5%
3,950
-4.8%
0.34%
+7.0%
Q1 2020$330,000
-15.4%
4,150
-1.3%
0.32%
-19.2%
Q4 2019$390,000–4,203–0.39%–
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Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2022
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