SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 778 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.25 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $273,000 | -53.7% | 4,889 | -51.8% | 0.26% | -27.4% |
Q2 2022 | $589,000 | -30.5% | 10,149 | -10.3% | 0.35% | -15.9% |
Q1 2022 | $847,000 | -10.7% | 11,314 | +95.2% | 0.42% | +10.2% |
Q4 2021 | $949,000 | +19.7% | 5,797 | +8.3% | 0.38% | -6.1% |
Q3 2021 | $793,000 | +8.2% | 5,352 | +6.6% | 0.41% | +37.5% |
Q2 2021 | $733,000 | +14.0% | 5,022 | +1.3% | 0.30% | +10.9% |
Q1 2021 | $643,000 | -16.3% | 4,956 | -17.1% | 0.27% | -33.4% |
Q4 2020 | $768,000 | +2.9% | 5,979 | -7.7% | 0.40% | -13.9% |
Q3 2020 | $746,000 | +4.3% | 6,475 | -8.1% | 0.47% | +1.3% |
Q2 2020 | $715,000 | +63.2% | 7,046 | +28.1% | 0.46% | +88.5% |
Q1 2020 | $438,000 | -7.4% | 5,501 | -7.6% | 0.24% | +23.9% |
Q1 2019 | $473,000 | +130.7% | 5,953 | +100.0% | 0.20% | +105.2% |
Q4 2018 | $205,000 | -33.4% | 2,976 | -20.7% | 0.10% | -30.9% |
Q3 2018 | $308,000 | -30.8% | 3,754 | -36.0% | 0.14% | -26.8% |
Q2 2018 | $445,000 | +33.2% | 5,866 | +25.8% | 0.19% | +21.8% |
Q1 2018 | $334,000 | +57.5% | 4,664 | +55.5% | 0.16% | +56.0% |
Q4 2017 | $212,000 | – | 3,000 | – | 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% |