Heirloom Wealth Management - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 872 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.22 and the average weighting 1.2%.

Quarter-by-quarter ownership
Heirloom Wealth Management ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$2,014,878
-4.5%
27,707
-1.6%
0.90%
-2.4%
Q2 2023$2,109,968
+25.4%
28,152
+9.0%
0.92%
+14.2%
Q1 2023$1,683,017
+157.0%
25,825
+119.1%
0.80%
+96.8%
Q4 2022$654,75111,7850.41%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2023
NameSharesValueWeighting ↓
Avantax Planning Partners, Inc. 3,705,079$475,769,00024.48%
Treybourne Wealth Planners, Inc. 253,718$32,580,00023.46%
Marquette Asset Management, LLC 757,450$97,264,00022.41%
Triton Wealth Management, PLLC 256,008$32,646,00020.78%
Reitz Capital Advisors LLC 198,181$25,449,00020.46%
Northern Capital Management, Inc. 161,336$20,717,00020.16%
Mokosak Advisory Group, LLC 292,078$37,512,00017.92%
APPLETON GROUP, LLC 142,386$18,284,00017.84%
Fund Evaluation Group, LLC 1,058,546$135,928,00015.98%
Reby Advisors, LLC 401,465$51,552,00013.50%
View complete list of SCHWAB STRATEGIC TR shareholders