Seven Springs Wealth Group, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 574 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 1.33 and the average weighting 1.3%.

Quarter-by-quarter ownership
Seven Springs Wealth Group, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q1 2021$32,000
-38.5%
250
-38.3%
0.02%
-44.4%
Q4 2020$52,000
+79.3%
405
+62.0%
0.03%
+50.0%
Q3 2020$29,000
+16.0%
2500.0%0.02%
+12.5%
Q2 2020$25,000
+25.0%
2500.0%0.02%
+14.3%
Q1 2020$20,000
-44.4%
250
-35.2%
0.01%
-41.7%
Q4 2019$36,0003860.02%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2020
NameSharesValueWeighting ↓
Marquette Asset Management, LLC 765,363$71,110,00023.27%
Avantax Planning Partners, Inc. 3,943,304$366,372,00021.56%
APPLETON GROUP, LLC 168,749$15,678,00019.90%
Fund Evaluation Group, LLC 1,175,621$109,227,00017.84%
Reitz Capital Advisors LLC 168,614$15,665,00016.93%
Mokosak Advisory Group, LLC 242,056$22,489,00013.60%
HHM Wealth Advisors, LLC 271,405$25,218,00012.12%
MATHER GROUP, LLC. 1,800,678$167,301,00010.50%
MARSHALL FINANCIAL GROUP INC /ADV 165,475$15,374,00010.38%
BALLAST ADVISORS LLC 151,566$14,082,00010.36%
View complete list of SCHWAB STRATEGIC TR shareholders