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 | $35,984,015 | +8.7% | 494,830 | +12.1% | 0.18% | +35.7% |
Q2 2023 | $33,097,271 | +16.0% | 441,592 | +0.8% | 0.13% | +92.5% |
Q1 2023 | $28,536,519 | +18.6% | 437,932 | +1.2% | 0.07% | -56.5% |
Q4 2022 | $24,052,714 | +1303.3% | 432,910 | +1309.9% | 0.15% | +633.3% |
Q3 2022 | $1,714,000 | -7.9% | 30,705 | -4.4% | 0.02% | 0.0% |
Q2 2022 | $1,861,000 | -17.7% | 32,116 | +6.2% | 0.02% | -40.0% |
Q1 2022 | $2,262,000 | -15.0% | 30,229 | +85.9% | 0.04% | -14.6% |
Q4 2021 | $2,662,000 | +234.0% | 16,258 | +202.1% | 0.04% | +127.8% |
Q3 2021 | $797,000 | -8.5% | 5,382 | -9.8% | 0.02% | -5.3% |
Q2 2021 | $871,000 | +10.7% | 5,968 | -1.6% | 0.02% | 0.0% |
Q1 2021 | $787,000 | -5.0% | 6,066 | -5.9% | 0.02% | -29.6% |
Q4 2020 | $828,000 | +45.8% | 6,444 | +30.7% | 0.03% | +17.4% |
Q3 2020 | $568,000 | +19.1% | 4,931 | +5.0% | 0.02% | -11.5% |
Q2 2020 | $477,000 | -25.5% | 4,696 | -41.6% | 0.03% | -35.0% |
Q1 2020 | $640,000 | -27.4% | 8,035 | -15.3% | 0.04% | -11.1% |
Q4 2019 | $882,000 | +65.2% | 9,492 | +49.3% | 0.04% | +45.2% |
Q3 2019 | $534,000 | -18.2% | 6,356 | -19.0% | 0.03% | -24.4% |
Q2 2019 | $653,000 | – | 7,845 | – | 0.04% | – |
Download |
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% |