BNC WEALTH MANAGEMENT, LLC - SCHWAB STRATEGIC TR ownership

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%.

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 Q1 2022
NameSharesValueWeighting ↓
Marquette Asset Management, LLC 849,509$70,688,00023.88%
APPLETON GROUP, LLC 248,749$20,698,00023.10%
Avantax Planning Partners, Inc. 3,957,211$333,712,00021.59%
Fund Evaluation Group, LLC 1,378,707$114,722,00019.35%
Reitz Capital Advisors LLC 203,482$16,932,00019.09%
Roof Advisory Group, Inc. 303,965$25,292,00014.71%
Mokosak Advisory Group, LLC 233,547$19,461,00013.14%
COLTON GROOME FINANCIAL ADVISORS, LLC 196,482$16,349,00013.10%
HHM Wealth Advisors, LLC 262,104$21,810,00012.86%
HARVEST GROUP WEALTH MANAGEMENT, LLC 119,104$9,910,00012.78%
View complete list of SCHWAB STRATEGIC TR shareholders