Baron Financial Group, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 585 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 0.93 and the average weighting 0.9%.

Quarter-by-quarter ownership
Baron Financial Group, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q2 2022$12,546,000
-17.3%
2000.0%0.01%
-11.1%
Q1 2022$15,172,000
-5.7%
2000.0%0.01%0.0%
Q4 2021$16,086,000
+4.9%
2000.0%0.01%0.0%
Q3 2021$15,332,000
-2.1%
2000.0%0.01%
-10.0%
Q2 2021$15,654,000
+5.2%
2000.0%0.01%0.0%
Q1 2021$14,886,000
+9.2%
2000.0%0.01%
-9.1%
Q4 2020$13,636,000
+22.9%
2000.0%0.01%
+10.0%
Q3 2020$11,096,0002000.01%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2020
NameSharesValueWeighting ↓
HT Partners LLC 498,318$19,559,00012.67%
Brouwer & Janachowski, LLC 501,958$20,113,00010.86%
Legacy Wealth Management, Inc 839,037$33,620,0009.43%
OLD DOMINION CAPITAL MANAGEMENT INC 163,411$6,548,0008.27%
SVA Wealth Management, LLC 1,152,237$46,170,0007.99%
Sharkey, Howes & Javer 262,531$10,520,0007.34%
Financial Management Professionals, Inc. 352,400$14,120,0007.24%
Kernodle & Katon Asset Management Group, LLC 178,194$7,140,0006.84%
WealthTrust-Arizona, LLC 271,170$10,865,0006.54%
Moisand Fitzgerald Tamayo, LLC 168,942$6,770,0005.82%
View complete list of SCHWAB STRATEGIC TR shareholders