Barden Capital Management, Inc. - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 630 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.57 and the average weighting 0.8%.

Quarter-by-quarter ownership
Barden Capital Management, Inc. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$3,024,180
+24.1%
46,916
+29.1%
2.94%
+9.9%
Q2 2023$2,437,313
-25.7%
36,329
-27.4%
2.68%
-14.5%
Q1 2023$3,279,879
-1.1%
50,013
-0.5%
3.13%
-7.8%
Q4 2022$3,317,992
+18.6%
50,257
+5.1%
3.40%
+4.4%
Q3 2022$2,798,000
-8.1%
47,822
-2.0%
3.26%
-1.3%
Q2 2022$3,046,000
-7.8%
48,806
+5.5%
3.30%
+1.9%
Q1 2022$3,304,000
+4.4%
46,275
+7.1%
3.24%
+7.4%
Q4 2021$3,165,00043,2243.02%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2022
NameSharesValueWeighting ↓
Mokosak Advisory Group, LLC 799,353$51,526,26720.95%
Northern Capital Management, Inc. 327,595$21,116,76519.72%
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 855,582$55,150,81115.93%
Financial Advisors, LLC 882,369$56,877,50614.08%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 452,456$29,165,33611.73%
Avantax Planning Partners, Inc. 4,281,644$275,994,77511.54%
MATHER GROUP, LLC. 9,862,059$635,708,29711.28%
Gemmer Asset Management LLC 1,251,115$80,646,88910.88%
BALLAST ADVISORS LLC 365,349$23,550,3789.39%
GenWealth Group, Inc. 422,363$27,225,5308.26%
View complete list of SCHWAB STRATEGIC TR shareholders