SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 722 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.55 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $114 | -30.1% | 1,570 | -28.0% | 0.00% | – |
Q2 2023 | $163 | +14.8% | 2,180 | 0.0% | 0.00% | – |
Q1 2023 | $142 | -65.9% | 2,180 | -70.9% | 0.00% | -100.0% |
Q4 2022 | $416 | -99.7% | 7,484 | +243.3% | 0.00% | – |
Q3 2022 | $122,000 | -3.2% | 2,180 | 0.0% | 0.00% | – |
Q2 2022 | $126,000 | -22.7% | 2,180 | 0.0% | 0.00% | – |
Q1 2022 | $163,000 | -8.4% | 2,180 | +100.0% | 0.00% | – |
Q4 2021 | $178,000 | +10.6% | 1,090 | 0.0% | 0.00% | – |
Q3 2021 | $161,000 | +1.3% | 1,090 | 0.0% | 0.00% | – |
Q2 2021 | $159,000 | +12.8% | 1,090 | 0.0% | 0.00% | – |
Q1 2021 | $141,000 | +48.4% | 1,090 | -8.9% | 0.00% | – |
Q1 2019 | $95,000 | – | 1,196 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Marquette Asset Management, LLC | 849,509 | $70,688,000 | 23.88% |
APPLETON GROUP, LLC | 248,749 | $20,698,000 | 23.10% |
Avantax Planning Partners, Inc. | 3,957,211 | $333,712,000 | 21.59% |
Fund Evaluation Group, LLC | 1,378,707 | $114,722,000 | 19.35% |
Reitz Capital Advisors LLC | 203,482 | $16,932,000 | 19.09% |
Roof Advisory Group, Inc. | 303,965 | $25,292,000 | 14.71% |
Mokosak Advisory Group, LLC | 233,547 | $19,461,000 | 13.14% |
COLTON GROOME FINANCIAL ADVISORS, LLC | 196,482 | $16,349,000 | 13.10% |
HHM Wealth Advisors, LLC | 262,104 | $21,810,000 | 12.86% |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 119,104 | $9,910,000 | 12.78% |