Cadence Wealth Management LLC - 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
Cadence Wealth Management LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q1 2022$261,000
-27.9%
4,893
+52.9%
0.20%
-49.6%
Q4 2021$362,000
-7.4%
3,200
-15.0%
0.40%
-10.2%
Q3 2021$391,000
-6.2%
3,763
-5.9%
0.44%
+25.6%
Q2 2021$417,000
-3.2%
4,001
-10.3%
0.35%
-9.5%
Q1 2021$431,0004,4580.39%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2022
NameSharesValueWeighting ↓
AGILIS PARTNERS LLC 690,261$34,389,00031.11%
PLANNING ALTERNATIVES LTD /ADV 1,742,741$86,823,00018.64%
HT Partners LLC 560,966$27,947,00017.62%
Retirement Planning Group, LLC 939,067$46,784,00014.42%
FAS Wealth Partners, Inc. 529,480$26,379,00013.93%
HENGEHOLD CAPITAL MANAGEMENT LLC 768,781$38,301,00013.52%
KAYS FINANCIAL ADVISORY CORP /ADV 284,289$14,163,0009.59%
Apriem Advisors 466,936$23,263,0008.57%
Financial Management Professionals, Inc. 294,291$14,662,0008.10%
Destination Wealth Management 1,304,408$64,986,0006.58%
View complete list of SCHWAB STRATEGIC TR shareholders