Financial Freedom, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 1,139 filers reported holding SCHWAB STRATEGIC TR in Q2 2024. The put-call ratio across all filers is 0.29 and the average weighting 1.3%.

Quarter-by-quarter ownership
Financial Freedom, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q2 2024$67,865
+8.8%
6730.0%0.04%
+5.4%
Q1 2024$62,401
+11.8%
6730.0%0.04%
+5.7%
Q4 2023$55,832
+14.1%
6730.0%0.04%0.0%
Q3 2023$48,9416730.04%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2024
NameSharesValueWeighting ↓
Triton Wealth Management, PLLC 266,640$40,571,00023.18%
Treybourne Wealth Planners, Inc. 245,977$35,903,00022.22%
Avantax Planning Partners, Inc. 3,211,015$468,680,00021.98%
Northern Capital Management, Inc. 167,998$24,521,00020.83%
Marquette Asset Management, LLC 615,828$89,886,00019.79%
Fund Evaluation Group, LLC 1,362,748$198,907,00019.20%
APPLETON GROUP, LLC 162,960$23,786,00018.26%
Mokosak Advisory Group, LLC 281,257$41,065,00017.25%
Reitz Capital Advisors LLC 150,114$21,911,00015.46%
Advisory Services & Investments, LLC 141,715$20,685,00015.07%
View complete list of SCHWAB STRATEGIC TR shareholders