Wayfinding Financial, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 829 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.75 and the average weighting 1.3%.

Quarter-by-quarter ownership
Wayfinding Financial, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$224
-5.1%
3,0600.0%0.17%
+3.0%
Q2 2023$236
-56.4%
3,060
-21.4%
0.16%
-62.2%
Q4 2022$541
-99.8%
3,892
-20.7%
0.43%
+69.5%
Q3 2022$274,000
-49.4%
4,911
+26.2%
0.26%
-41.0%
Q4 2021$541,0003,8920.43%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2021
NameSharesValueWeighting ↓
Northern Capital Management, Inc. 473,084$34,402,69132.12%
Thrive Wealth Management, LLC 1,234,934$89,804,43423.89%
Marquette Asset Management, LLC 1,090,081$79,270,70018.80%
Financial Advisors, LLC 922,244$67,065,55616.60%
Legacy Financial Strategies, LLC 649,549$49,554,13015.93%
Fund Evaluation Group, LLC 2,440,415$177,46715.77%
Avantax Planning Partners, Inc. 5,132,324$373,222,60315.61%
Triton Wealth Management, PLLC 310,011$23,179,00615.59%
Aspen Wealth Strategies, LLC 250,439$18,214,79214.21%
HHM Wealth Advisors, LLC 967,878$70,384,08713.75%
View complete list of SCHWAB STRATEGIC TR shareholders