SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 841 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.26 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,931,932 | -10.5% | 40,318 | -7.8% | 0.64% | +5.9% |
Q2 2023 | $3,275,759 | +10.8% | 43,706 | -3.7% | 0.61% | +3.8% |
Q1 2023 | $2,957,244 | +14.9% | 45,377 | -2.1% | 0.58% | +8.3% |
Q4 2022 | $2,573,916 | -0.2% | 46,327 | +0.2% | 0.54% | -1.5% |
Q3 2022 | $2,580,000 | -3.3% | 46,236 | +0.5% | 0.55% | +2.4% |
Q2 2022 | $2,667,000 | -22.5% | 45,993 | +0.0% | 0.54% | -4.8% |
Q1 2022 | $3,441,000 | -9.7% | 45,989 | +97.7% | 0.56% | -4.7% |
Q4 2021 | $3,809,000 | +10.6% | 23,260 | +0.1% | 0.59% | +2.6% |
Q3 2021 | $3,443,000 | +1.1% | 23,247 | -0.4% | 0.58% | -2.7% |
Q2 2021 | $3,407,000 | +12.0% | 23,344 | -0.4% | 0.59% | -1.7% |
Q1 2021 | $3,041,000 | -17.9% | 23,434 | -18.8% | 0.60% | -22.5% |
Q4 2020 | $3,705,000 | +12.2% | 28,853 | +0.7% | 0.78% | +2.6% |
Q3 2020 | $3,301,000 | +11.4% | 28,665 | -0.5% | 0.76% | +8.6% |
Q2 2020 | $2,963,000 | +20.5% | 28,815 | -6.6% | 0.70% | -1.1% |
Q1 2020 | $2,458,000 | -18.2% | 30,865 | -4.6% | 0.70% | -3.6% |
Q4 2019 | $3,005,000 | +10.0% | 32,348 | -6.5% | 0.73% | -7.1% |
Q1 2019 | $2,731,000 | +23.1% | 34,601 | +7.1% | 0.78% | +9.5% |
Q4 2018 | $2,218,000 | -11.0% | 32,305 | -1.6% | 0.72% | -11.7% |
Q3 2018 | $2,492,000 | +383.9% | 32,830 | +383.7% | 0.81% | +380.5% |
Q2 2018 | $515,000 | – | 6,787 | – | 0.17% | – |
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% |