Berger Financial Group, Inc - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 876 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.89 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 Q1 2022
NameSharesValueWeighting ↓
Evergreen Advisors, LLC 2,128,850$101,865,47937.82%
HT Partners LLC 2,317,090$110,872,73632.74%
Socha Financial Group, LLC 906,165$43,359,99327.99%
Strid Group, LLC 2,432,841$116,411,43525.70%
MYECFO, LLC 671,898$32,150,32724.11%
Morton Brown Family Wealth, LLC 795,308$38,055,50222.69%
Members Advisory Group LLC 730,402$34,949,76522.58%
FREEDOM WEALTH ALLIANCE, LLC 262,221$12,547,28918.85%
Hanson & Doremus Investment Management 1,758,910$84,16418.71%
AGILIS PARTNERS LLC 857,026$41,00918.14%
View complete list of SCHWAB STRATEGIC TR shareholders