FINANCIAL MANAGEMENT CONCEPTS CORP /ADV - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 882 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 2.66 and the average weighting 1.3%.

Quarter-by-quarter ownership
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q4 2021$1,722,000
+735.9%
15,236
+668.7%
1.26%
+665.2%
Q3 2021$206,000
-1.9%
1,9820.0%0.16%
-4.1%
Q2 2021$210,000
-3.2%
1,982
-11.6%
0.17%
-12.3%
Q1 2021$217,0002,2420.20%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2021
NameSharesValueWeighting ↓
AGILIS PARTNERS LLC 690,261$34,389,00031.11%
PLANNING ALTERNATIVES LTD /ADV 1,742,741$86,823,00018.64%
HT Partners LLC 560,966$27,947,00017.62%
Retirement Planning Group, LLC 939,067$46,784,00014.42%
FAS Wealth Partners, Inc. 529,480$26,379,00013.93%
HENGEHOLD CAPITAL MANAGEMENT LLC 768,781$38,301,00013.52%
KAYS FINANCIAL ADVISORY CORP /ADV 284,289$14,163,0009.59%
Apriem Advisors 466,936$23,263,0008.57%
Financial Management Professionals, Inc. 294,291$14,662,0008.10%
Destination Wealth Management 1,304,408$64,986,0006.58%
View complete list of SCHWAB STRATEGIC TR shareholders