PARAMETRIC PORTFOLIO ASSOCIATES LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 674 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 0.56 and the average weighting 1.2%.

Quarter-by-quarter ownership
PARAMETRIC PORTFOLIO ASSOCIATES LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q1 2022$21,955,000
+1659.2%
293,441
+3751.9%
0.01%
+1100.0%
Q4 2021$1,248,000
+464.7%
7,618
+342.1%
0.00%
Q4 2020$221,000
-85.9%
1,723
-89.8%
0.00%
-100.0%
Q4 2019$1,564,00016,8390.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2021
NameSharesValueWeighting ↓
Northern Capital Management, Inc. 473,084$34,402,69132.12%
Thrive Wealth Management, LLC 1,234,934$89,804,43423.89%
Marquette Asset Management, LLC 1,090,081$79,270,70018.80%
Financial Advisors, LLC 922,244$67,065,55616.60%
Legacy Financial Strategies, LLC 649,549$49,554,13015.93%
Fund Evaluation Group, LLC 2,440,415$177,46715.77%
Avantax Planning Partners, Inc. 5,132,324$373,222,60315.61%
Triton Wealth Management, PLLC 310,011$23,179,00615.59%
Aspen Wealth Strategies, LLC 250,439$18,214,79214.21%
HHM Wealth Advisors, LLC 967,878$70,384,08713.75%
View complete list of SCHWAB STRATEGIC TR shareholders