Berger Financial Group, Inc - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 770 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.58 and the average weighting 1.3%.

Quarter-by-quarter ownership
Berger Financial Group, Inc ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q2 2022$230,000
-13.5%
5,207
+4.5%
0.03%0.0%
Q1 2022$266,000
-4.3%
4,983
+102.4%
0.03%
-8.1%
Q4 2021$278,000
+9.0%
2,462
+0.4%
0.04%
-19.6%
Q3 2021$255,000
+20.3%
2,453
+20.7%
0.05%
+21.1%
Q2 2021$212,0002,0330.04%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2021
NameSharesValueWeighting ↓
HT Partners LLC 1,372,248$109,286,00041.49%
Evergreen Advisors, LLC 978,722$77,945,00035.63%
Strid Group, LLC 1,087,067$86,574,00026.48%
Evensky & Katz LLC 2,417,877$192,560,00026.10%
SYM FINANCIAL Corp 388,518$30,942,00023.17%
AGILIS PARTNERS LLC 655,927$52,238,00019.58%
Madden Advisory Services, Inc. 250,656$19,962,00019.02%
JBJ Investment Partners, LLC 867,252$69,068,00018.06%
Hanson & Doremus Investment Management 758,369$60,397,00018.03%
Callan Capital, LLC 934,805$74,448,00016.71%
View complete list of SCHWAB STRATEGIC TR shareholders