SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 809 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.58 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $290,972 | -2.9% | 4,001 | +0.1% | 0.07% | -1.3% |
Q2 2023 | $299,643 | +15.1% | 3,998 | +0.1% | 0.08% | +8.7% |
Q1 2023 | $260,313 | +17.4% | 3,994 | +0.1% | 0.07% | +9.5% |
Q4 2022 | $221,710 | -0.1% | 3,990 | +0.1% | 0.06% | -7.4% |
Q3 2022 | $222,000 | -3.9% | 3,986 | +0.1% | 0.07% | +1.5% |
Q2 2022 | $231,000 | -22.5% | 3,982 | +0.1% | 0.07% | -15.2% |
Q1 2022 | $298,000 | -34.2% | 3,979 | +43.8% | 0.08% | -33.1% |
Q4 2021 | $453,000 | +10.5% | 2,767 | -0.1% | 0.12% | +1.7% |
Q3 2021 | $410,000 | +1.7% | 2,769 | +0.4% | 0.12% | -14.7% |
Q2 2021 | $403,000 | +9.8% | 2,758 | -2.6% | 0.14% | -0.7% |
Q1 2021 | $367,000 | +1.1% | 2,831 | +0.1% | 0.14% | -3.5% |
Q4 2020 | $363,000 | +5.2% | 2,828 | -5.5% | 0.14% | -9.0% |
Q3 2020 | $345,000 | +9.5% | 2,994 | -3.4% | 0.16% | +6.1% |
Q2 2020 | $315,000 | – | 3,100 | – | 0.15% | – |
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% |