SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 829 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.75 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $765,523 | -3.0% | 10,527 | 0.0% | 0.06% | +1.8% |
Q2 2023 | $788,999 | +15.0% | 10,527 | 0.0% | 0.06% | +7.7% |
Q1 2023 | $686,045 | +16.7% | 10,527 | -0.5% | 0.05% | +4.0% |
Q4 2022 | $587,662 | -0.1% | 10,577 | +0.5% | 0.05% | -26.5% |
Q3 2022 | $588,000 | -23.4% | 10,527 | -20.5% | 0.07% | -25.3% |
Q2 2022 | $768,000 | -10.5% | 13,239 | +15.4% | 0.09% | +18.2% |
Q1 2022 | $858,000 | +87.7% | 11,468 | +311.0% | 0.08% | +87.8% |
Q4 2021 | $457,000 | +10.7% | 2,790 | 0.0% | 0.04% | -8.9% |
Q3 2021 | $413,000 | +1.5% | 2,790 | 0.0% | 0.04% | +7.1% |
Q2 2021 | $407,000 | +12.4% | 2,790 | 0.0% | 0.04% | -12.5% |
Q1 2021 | $362,000 | +1.1% | 2,790 | 0.0% | 0.05% | -20.0% |
Q4 2020 | $358,000 | +11.5% | 2,790 | 0.0% | 0.06% | -10.4% |
Q3 2020 | $321,000 | -37.5% | 2,790 | -44.9% | 0.07% | -36.2% |
Q2 2020 | $514,000 | +27.5% | 5,065 | 0.0% | 0.10% | +10.5% |
Q1 2020 | $403,000 | – | 5,065 | – | 0.10% | – |
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% |