Newbridge Financial Services Group, Inc. - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 285 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Newbridge Financial Services Group, Inc. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q1 2021$1,000
-50.0%
260.0%0.00%
-50.0%
Q4 2020$2,0000.0%260.0%0.00%0.0%
Q3 2020$2,000260.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2020
NameSharesValueWeighting ↓
Northwest Capital Management Inc 225,578$12,533,00013.23%
Morningstar Investment Management LLC 698,144$38,789,00010.92%
HARVEST GROUP WEALTH MANAGEMENT, LLC 142,865$7,938,0009.76%
AMERICAN ECONOMIC PLANNING GROUP INC /ADV 636,230$35,292,0009.62%
BerganKDV Wealth Management, LLC 745,059$41,396,0008.18%
Beacon Wealthcare, Inc 178,712$9,929,0007.15%
Invst, LLC 229,239$12,748,0005.74%
STERLING INVESTMENT MANAGEMENT, LLC 132,006$7,334,0005.36%
Charles Schwab Trust Co 202,056$11,236,0005.24%
SWS Partners 141,910$7,833,0004.64%
View complete list of SCHWAB STRATEGIC TR shareholders