SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 583 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 0.07 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,211,488 | -22.5% | 16,660 | -20.1% | 0.54% | -21.6% |
Q2 2023 | $1,562,674 | +13.2% | 20,849 | -1.6% | 0.69% | +7.8% |
Q1 2023 | $1,380,333 | +5.7% | 21,181 | -9.9% | 0.64% | -2.1% |
Q4 2022 | $1,305,573 | -2.7% | 23,498 | -2.3% | 0.66% | -13.3% |
Q3 2022 | $1,342,000 | -9.8% | 24,047 | -6.3% | 0.76% | +1.1% |
Q2 2022 | $1,488,000 | -53.1% | 25,658 | -39.5% | 0.75% | -46.0% |
Q1 2022 | $3,172,000 | -55.3% | 42,396 | -2.2% | 1.39% | -51.4% |
Q4 2021 | $7,099,000 | +10.0% | 43,353 | -0.5% | 2.86% | +5.9% |
Q3 2021 | $6,454,000 | -1.3% | 43,581 | -2.7% | 2.70% | +4.4% |
Q2 2021 | $6,537,000 | +10.1% | 44,789 | -2.1% | 2.59% | +3.8% |
Q1 2021 | $5,940,000 | -0.4% | 45,768 | -1.4% | 2.49% | -5.3% |
Q4 2020 | $5,962,000 | +10.3% | 46,431 | -1.0% | 2.63% | -3.6% |
Q3 2020 | $5,404,000 | +8.3% | 46,923 | -4.6% | 2.73% | +2.8% |
Q2 2020 | $4,992,000 | – | 49,167 | – | 2.66% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Triton Wealth Management, PLLC | 241,902 | $26,005,000 | 26.92% |
Marquette Asset Management, LLC | 753,967 | $76,558,000 | 24.96% |
Avantax Planning Partners, Inc. | 4,280,749 | $434,667,000 | 24.55% |
Reitz Capital Advisors LLC | 164,163 | $16,669,000 | 21.17% |
APPLETON GROUP, LLC | 157,009 | $15,943,000 | 19.19% |
Mokosak Advisory Group, LLC | 292,495 | $29,710,000 | 18.14% |
Fund Evaluation Group, LLC | 1,169,436 | $118,745,000 | 16.45% |
HHM Wealth Advisors, LLC | 299,395 | $30,401,000 | 12.70% |
Kelman-Lazarov, Inc. | 259,277 | $26,327,000 | 12.20% |
Legacy Wealth Management, Inc | 698,612 | $70,937,000 | 11.58% |