G2 CAPITAL MANAGEMENT, LLC / OH - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 634 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 1.16 and the average weighting 0.8%.

Quarter-by-quarter ownership
G2 CAPITAL MANAGEMENT, LLC / OH ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$275,374
-3.9%
4,2720.0%0.12%
-0.8%
Q2 2023$286,609
-13.5%
4,272
-15.5%
0.12%
-12.0%
Q1 2023$331,442
-0.7%
5,0540.0%0.14%
+16.4%
Q4 2022$333,665
+12.7%
5,0540.0%0.12%
-10.9%
Q3 2022$296,000
-6.0%
5,0540.0%0.14%
-8.1%
Q2 2022$315,000
-12.7%
5,0540.0%0.15%
-3.9%
Q1 2022$361,000
-2.4%
5,0540.0%0.16%
+12.3%
Q4 2021$370,0005,0540.14%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2022
NameSharesValueWeighting ↓
APPLETON GROUP, LLC 139,476$8,161,00023.30%
Mokosak Advisory Group, LLC 738,601$43,212,00021.28%
Northern Capital Management, Inc. 298,990$17,494,00017.90%
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 727,232$42,550,00016.44%
Avantax Planning Partners, Inc. 5,166,392$302,286,00013.62%
BALLAST ADVISORS LLC 414,901$24,276,00011.35%
Gemmer Asset Management LLC 1,002,985$58,685,0009.78%
MATHER GROUP, LLC. 7,160,541$418,964,0009.02%
GenWealth Group, Inc. 450,989$26,387,0008.94%
IVC Wealth Advisors LLC 189,393$11,081,0008.92%
View complete list of SCHWAB STRATEGIC TR shareholders