ASSOCIATED BANC-CORP - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 961 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.19 and the average weighting 1.5%.

Quarter-by-quarter ownership
ASSOCIATED BANC-CORP ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$294,998
-3.4%
5,8300.0%0.01%
-8.3%
Q2 2023$305,317
+8.3%
5,8300.0%0.01%
+9.1%
Q1 2023$281,997
+7.1%
5,8300.0%0.01%0.0%
Q4 2022$263,224
+6.6%
5,8300.0%0.01%0.0%
Q3 2022$247,000
-5.0%
5,8300.0%0.01%0.0%
Q2 2022$260,000
-17.2%
5,8300.0%0.01%
-8.3%
Q1 2022$314,000
-5.4%
5,830
+100.0%
0.01%0.0%
Q4 2021$332,000
+9.6%
2,9150.0%0.01%0.0%
Q3 2021$303,0000.0%2,9150.0%0.01%0.0%
Q2 2021$303,0002,9150.01%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2022
NameSharesValueWeighting ↓
SAGE FINANCIAL GROUP INC 8,113,379$410,536,95545.50%
Campbell Wealth Management 4,509,439$228,17827.78%
Adams Wealth Management 1,545,431$78,198,79126.53%
Diversified, LLC 1,706,300$86,338,76322.40%
Kolinsky Wealth Management, LLC 438,061$22,165,89422.01%
Northwest Quadrant Wealth Management, LLC 1,504,510$76,128,21121.37%
BlueSky Wealth Advisors, LLC 1,973,276$99,847,76120.42%
FINANCIAL CONSULATE, INC 899,723$45,525,96620.10%
Leverty Financial Group, LLC 531,156$26,875,97419.51%
HBK Sorce Advisory LLC 8,722,542$441,360,64319.43%
View complete list of SCHWAB STRATEGIC TR shareholders