ATLANTA FINANCIAL ASSOCIATES LLC /ADV - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 660 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is 0.57 and the average weighting 1.4%.

Quarter-by-quarter ownership
ATLANTA FINANCIAL ASSOCIATES LLC /ADV ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q1 2021$984,0000.0%7,6640.0%0.46%0.0%
Q4 2020$984,000
+6.6%
7,664
-4.4%
0.46%
-3.0%
Q3 2020$923,000
+48.2%
8,014
+30.7%
0.47%
+36.6%
Q2 2020$623,000
+1.3%
6,131
-20.6%
0.35%
-28.6%
Q1 2020$615,0007,7170.49%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2020
NameSharesValueWeighting ↓
Avantax Planning Partners, Inc. 3,705,079$475,769,00024.48%
Treybourne Wealth Planners, Inc. 253,718$32,580,00023.46%
Marquette Asset Management, LLC 757,450$97,264,00022.41%
Triton Wealth Management, PLLC 256,008$32,646,00020.78%
Reitz Capital Advisors LLC 198,181$25,449,00020.46%
Northern Capital Management, Inc. 161,336$20,717,00020.16%
Mokosak Advisory Group, LLC 292,078$37,512,00017.92%
APPLETON GROUP, LLC 142,386$18,284,00017.84%
Fund Evaluation Group, LLC 1,058,546$135,928,00015.98%
Reby Advisors, LLC 401,465$51,552,00013.50%
View complete list of SCHWAB STRATEGIC TR shareholders