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 ↓
Mokosak Advisory Group, LLC 743,504$48,758,50820.77%
Northern Capital Management, Inc. 306,160$20,077,94317.20%
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 796,611$52,241,75816.76%
Financial Advisors, LLC 866,550$56,828,37214.39%
Avantax Planning Partners, Inc. 4,285,341$281,032,68211.41%
Gemmer Asset Management LLC 1,178,987$77,317,98011.31%
BALLAST ADVISORS LLC 410,474$26,918,86510.74%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 436,630$28,634,21510.71%
MATHER GROUP, LLC. 8,592,533$563,498,30910.01%
IVC Wealth Advisors LLC 186,278$12,216,1308.66%
View complete list of SCHWAB STRATEGIC TR shareholders