Sage Mountain Advisors LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 29 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Sage Mountain Advisors LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$850,824
-3.0%
11,7000.0%0.12%
-6.4%
Q2 2023$876,915
+1976.4%
11,700
+1439.5%
0.12%
+1150.0%
Q4 2022$42,232
+0.6%
760
+0.1%
0.01%
-9.1%
Q3 2022$42,000
-4.5%
759
+0.1%
0.01%
+37.5%
Q2 2022$44,000
-22.8%
7580.0%0.01%
-11.1%
Q1 2022$57,000
-90.2%
758
-78.6%
0.01%
-87.1%
Q4 2021$581,0003,5460.07%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2023
NameSharesValueWeighting ↓
Marquette Asset Management, LLC 765,363$71,110,00023.27%
Avantax Planning Partners, Inc. 3,943,304$366,372,00021.56%
APPLETON GROUP, LLC 168,749$15,678,00019.90%
Fund Evaluation Group, LLC 1,175,621$109,227,00017.84%
Reitz Capital Advisors LLC 168,614$15,665,00016.93%
Mokosak Advisory Group, LLC 242,056$22,489,00013.60%
HHM Wealth Advisors, LLC 271,405$25,218,00012.12%
MATHER GROUP, LLC. 1,800,678$167,301,00010.50%
MARSHALL FINANCIAL GROUP INC /ADV 165,475$15,374,00010.38%
BALLAST ADVISORS LLC 151,566$14,082,00010.36%
View complete list of SCHWAB STRATEGIC TR shareholders