SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 674 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 0.56 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $120,642 | -4.9% | 1,659 | -2.0% | 0.04% | 0.0% |
Q2 2023 | $126,890 | -3.1% | 1,693 | -15.7% | 0.04% | -10.4% |
Q1 2023 | $130,927 | +116799.1% | 2,009 | 0.0% | 0.05% | +11.6% |
Q4 2022 | $112 | -99.9% | 2,009 | +3.0% | 0.04% | -8.5% |
Q3 2022 | $109,000 | -5.2% | 1,950 | -1.7% | 0.05% | 0.0% |
Q2 2022 | $115,000 | -27.2% | 1,984 | -6.1% | 0.05% | -14.5% |
Q1 2022 | $158,000 | -21.0% | 2,114 | +73.4% | 0.06% | -22.5% |
Q4 2021 | $200,000 | +10.5% | 1,219 | 0.0% | 0.07% | -1.4% |
Q3 2021 | $181,000 | +3.4% | 1,219 | +1.4% | 0.07% | -10.0% |
Q2 2021 | $175,000 | +12.2% | 1,202 | 0.0% | 0.08% | +5.3% |
Q1 2021 | $156,000 | -3.7% | 1,202 | -5.0% | 0.08% | -24.0% |
Q4 2020 | $162,000 | +38.5% | 1,265 | +24.4% | 0.10% | +22.0% |
Q3 2020 | $117,000 | +98.3% | 1,017 | +76.0% | 0.08% | +86.4% |
Q2 2020 | $59,000 | +96.7% | 578 | +52.5% | 0.04% | +69.2% |
Q1 2020 | $30,000 | +400.0% | 379 | +356.6% | 0.03% | +550.0% |
Q4 2018 | $6,000 | – | 83 | – | 0.00% | – |
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% |