SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 922 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.34 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $690,282 | +79.8% | 9,492 | +85.3% | 0.05% | +80.8% |
Q2 2023 | $383,942 | +12.0% | 5,123 | -2.6% | 0.03% | 0.0% |
Q1 2023 | $342,911 | +17.3% | 5,262 | +0.0% | 0.03% | +8.3% |
Q4 2022 | $292,320 | -0.6% | 5,261 | +0.0% | 0.02% | -22.6% |
Q3 2022 | $294,000 | -7.8% | 5,260 | -4.5% | 0.03% | -13.9% |
Q2 2022 | $319,000 | -53.3% | 5,509 | -39.6% | 0.04% | -44.6% |
Q1 2022 | $683,000 | +29.4% | 9,123 | +183.1% | 0.06% | +32.7% |
Q4 2021 | $528,000 | +12.8% | 3,222 | +2.1% | 0.05% | -2.0% |
Q3 2021 | $468,000 | -2.3% | 3,157 | -3.8% | 0.05% | -5.7% |
Q2 2021 | $479,000 | -16.0% | 3,282 | -25.3% | 0.05% | -22.1% |
Q1 2021 | $570,000 | -13.2% | 4,394 | -14.2% | 0.07% | -22.7% |
Q4 2020 | $657,000 | +1.9% | 5,119 | -8.6% | 0.09% | -12.9% |
Q3 2020 | $645,000 | -58.8% | 5,603 | -63.7% | 0.10% | -61.7% |
Q2 2020 | $1,566,000 | +3.4% | 15,427 | -18.9% | 0.26% | -6.7% |
Q1 2020 | $1,515,000 | -91.1% | 19,016 | -89.6% | 0.28% | -89.1% |
Q4 2019 | $17,031,000 | -33.4% | 183,311 | -39.8% | 2.59% | -37.9% |
Q3 2019 | $25,563,000 | +2.4% | 304,282 | +1.4% | 4.17% | +2.4% |
Q2 2019 | $24,970,000 | +7.0% | 300,084 | +2.2% | 4.07% | +4.1% |
Q1 2019 | $23,331,000 | +6623.6% | 293,725 | +5727.9% | 3.91% | +5408.5% |
Q4 2018 | $347,000 | – | 5,040 | – | 0.07% | – |
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% |