Aprio Wealth Management, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 507 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Aprio Wealth Management, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2020$544,000
-31.8%
10,431
-34.5%
0.39%
-49.9%
Q2 2020$798,000
-11.5%
15,918
-21.9%
0.77%
-32.7%
Q1 2020$902,000
+107.4%
20,382
+181.8%
1.14%
+256.4%
Q4 2019$435,0007,2340.32%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2020
NameSharesValueWeighting ↓
Mokosak Advisory Group, LLC 799,353$51,526,26720.95%
Northern Capital Management, Inc. 327,595$21,116,76519.72%
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 855,582$55,150,81115.93%
Financial Advisors, LLC 882,369$56,877,50614.08%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 452,456$29,165,33611.73%
Avantax Planning Partners, Inc. 4,281,644$275,994,77511.54%
MATHER GROUP, LLC. 9,862,059$635,708,29711.28%
Gemmer Asset Management LLC 1,251,115$80,646,88910.88%
BALLAST ADVISORS LLC 365,349$23,550,3789.39%
GenWealth Group, Inc. 422,363$27,225,5308.26%
View complete list of SCHWAB STRATEGIC TR shareholders