Baron Financial Group, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 258 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Baron Financial Group, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q2 2022$4,685,000
-17.7%
1500.0%0.00%0.0%
Q1 2022$5,696,000
-7.2%
1500.0%0.00%0.0%
Q4 2021$6,140,000
-1.4%
1500.0%0.00%
-25.0%
Q3 2021$6,228,000
-0.2%
1500.0%0.00%0.0%
Q2 2021$6,240,000
+5.5%
1500.0%0.00%0.0%
Q1 2021$5,913,000
+4.7%
1500.0%0.00%
-20.0%
Q4 2020$5,648,000
+15.7%
1500.0%0.01%0.0%
Q3 2020$4,880,0001500.01%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2020
NameSharesValueWeighting ↓
Tradewinds Capital Management, LLC 824,796$27,853,3618.68%
Morton Brown Family Wealth, LLC 321,451$10,855,4085.80%
ACT WEALTH MANAGEMENT, LLC 256,993$8,678,6614.88%
Strategic Financial Planning, Inc. 152,947$5,165,0194.57%
Johnson Financial Group, LLC 950,666$32,103,9914.39%
JFG Wealth Management, LLC 335,757$11,338,5143.48%
McAdam, LLC 1,195,011$40,355,5173.33%
Kathleen S. Wright Associates Inc. 147,390$4,977,3693.17%
Brand Asset Management Group, Inc. 176,345$5,955,1702.84%
Upper Left Wealth Management, LLC 74,402$2,512,5562.79%
View complete list of SCHWAB STRATEGIC TR shareholders