Stonebridge Financial Planning Group, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 690 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.18 and the average weighting 1.3%.

Quarter-by-quarter ownership
Stonebridge Financial Planning Group, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q4 2021$63,000
-11.3%
4350.0%0.03%
-5.7%
Q3 2021$71,000
+9.2%
4350.0%0.04%
+2.9%
Q2 2021$65,000
+8.3%
4350.0%0.03%
-2.9%
Q1 2021$60,0004350.04%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2021
NameSharesValueWeighting ↓
Triton Wealth Management, PLLC 241,902$26,005,00026.92%
Marquette Asset Management, LLC 753,967$76,558,00024.96%
Avantax Planning Partners, Inc. 4,280,749$434,667,00024.55%
Reitz Capital Advisors LLC 164,163$16,669,00021.17%
APPLETON GROUP, LLC 157,009$15,943,00019.19%
Mokosak Advisory Group, LLC 292,495$29,710,00018.14%
Fund Evaluation Group, LLC 1,169,436$118,745,00016.45%
HHM Wealth Advisors, LLC 299,395$30,401,00012.70%
Kelman-Lazarov, Inc. 259,277$26,327,00012.20%
Legacy Wealth Management, Inc 698,612$70,937,00011.58%
View complete list of SCHWAB STRATEGIC TR shareholders