Treybourne Wealth Planners, Inc. - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 660 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is 0.57 and the average weighting 1.4%.

Quarter-by-quarter ownership
Treybourne Wealth Planners, Inc. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q2 2021$35,903,000
+14.3%
245,977
+1.6%
22.22%
+2.1%
Q1 2021$31,415,000
-3.6%
242,067
-4.6%
21.77%
-7.2%
Q4 2020$32,580,000253,71823.46%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2020
NameSharesValueWeighting ↓
Avantax Planning Partners, Inc. 3,647,160$299,140,00023.95%
Marquette Asset Management, LLC 909,798$74,622,00023.44%
APPLETON GROUP, LLC 244,191$20,029,00021.22%
Financial Engines Advisors L.L.C. 10,911,049$894,897,00017.06%
Fund Evaluation Group, LLC 1,097,932$90,052,00014.87%
Newport Wealth Strategies, Inc. 135,502$10,172,00012.97%
Financial Management Professionals, Inc. 389,987$31,987,00012.42%
TOTAL INVESTMENT MANAGEMENT INC 679,537$55,736,00012.32%
PIERSHALE FINANCIAL GROUP, INC. 299,995$24,606,00012.01%
Harborview Advisors, LLC 124,130$10,181,00010.35%
View complete list of SCHWAB STRATEGIC TR shareholders