BNC WEALTH MANAGEMENT, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 829 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.75 and the average weighting 1.3%.

Quarter-by-quarter ownership
BNC WEALTH MANAGEMENT, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$214,233
-3.0%
2,9460.0%0.12%
-1.7%
Q2 2023$220,803
+3.7%
2,946
+3.4%
0.12%
+11.4%
Q1 2022$213,000
-8.6%
2,850
+100.0%
0.10%
-4.5%
Q4 2021$233,0001,4250.11%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2021
NameSharesValueWeighting ↓
Triton Wealth Management, PLLC 304,529$47,423,00022.60%
Avantax Planning Partners, Inc. 3,223,233$477,329,00022.02%
APPLETON GROUP, LLC 167,449$24,798,00021.34%
Northern Capital Management, Inc. 166,533$24,662,00021.08%
Marquette Asset Management, LLC 597,717$88,516,00019.90%
Mokosak Advisory Group, LLC 285,304$42,254,00017.52%
Fund Evaluation Group, LLC 1,113,800$164,943,00017.31%
Legacy Financial Strategies, LLC 210,289$31,142,00014.65%
Alpha Omega Group, Inc. 91,285$13,518,00014.47%
Reitz Capital Advisors LLC 129,115$19,120,00014.32%
View complete list of SCHWAB STRATEGIC TR shareholders