SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 29 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,771 | -10.0% | 24,349 | -7.2% | 0.01% | 0.0% |
Q2 2023 | $1,967 | +17.7% | 26,248 | +2.4% | 0.01% | 0.0% |
Q1 2023 | $1,671 | +11.0% | 25,638 | -5.4% | 0.01% | +16.7% |
Q4 2022 | $1,506 | -99.9% | 27,109 | +0.2% | 0.01% | 0.0% |
Q3 2022 | $1,510,000 | -13.0% | 27,056 | -8.5% | 0.01% | -25.0% |
Q2 2022 | $1,736,000 | -12.5% | 29,585 | +11.5% | 0.01% | 0.0% |
Q1 2022 | $1,985,000 | +11.9% | 26,523 | +144.8% | 0.01% | +14.3% |
Q4 2021 | $1,774,000 | +9.4% | 10,833 | -1.0% | 0.01% | 0.0% |
Q3 2021 | $1,621,000 | +1.1% | 10,947 | -0.3% | 0.01% | 0.0% |
Q2 2021 | $1,603,000 | +9.1% | 10,983 | -3.0% | 0.01% | 0.0% |
Q1 2021 | $1,469,000 | +3.5% | 11,318 | +2.5% | 0.01% | 0.0% |
Q4 2020 | $1,419,000 | +26.8% | 11,047 | +13.7% | 0.01% | +16.7% |
Q3 2020 | $1,119,000 | +4.2% | 9,717 | -8.1% | 0.01% | -14.3% |
Q2 2020 | $1,074,000 | +55.9% | 10,579 | +22.2% | 0.01% | +40.0% |
Q1 2020 | $689,000 | +129.7% | 8,656 | +167.7% | 0.01% | +150.0% |
Q4 2019 | $300,000 | -11.2% | 3,233 | -19.6% | 0.00% | 0.0% |
Q3 2019 | $338,000 | +8.7% | 4,020 | +7.4% | 0.00% | 0.0% |
Q2 2019 | $311,000 | +38.2% | 3,743 | +32.0% | 0.00% | 0.0% |
Q1 2019 | $225,000 | -3.4% | 2,835 | -16.0% | 0.00% | 0.0% |
Q4 2018 | $233,000 | +1.3% | 3,375 | +20.1% | 0.00% | 0.0% |
Q3 2018 | $230,000 | – | 2,810 | – | 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% |