SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 555 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 0.07 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $604,703 | -4.4% | 8,315 | -1.5% | 0.10% | -5.9% |
Q2 2023 | $632,579 | +14.2% | 8,440 | -0.7% | 0.10% | -31.3% |
Q1 2023 | $553,927 | +9437.3% | 8,500 | +7995.2% | 0.15% | +7250.0% |
Q4 2022 | $5,808 | -3.2% | 105 | 0.0% | 0.00% | -33.3% |
Q3 2022 | $6,000 | 0.0% | 105 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $6,000 | -50.0% | 105 | -35.6% | 0.00% | -40.0% |
Q1 2022 | $12,000 | -14.3% | 163 | +85.2% | 0.01% | -16.7% |
Q4 2021 | $14,000 | -89.6% | 88 | -90.2% | 0.01% | -91.2% |
Q3 2021 | $134,000 | +737.5% | 902 | +705.4% | 0.07% | +655.6% |
Q2 2021 | $16,000 | +14.3% | 112 | 0.0% | 0.01% | 0.0% |
Q1 2021 | $14,000 | +16.7% | 112 | +24.4% | 0.01% | 0.0% |
Q4 2020 | $12,000 | +20.0% | 90 | 0.0% | 0.01% | 0.0% |
Q3 2020 | $10,000 | -16.7% | 90 | -23.7% | 0.01% | -25.0% |
Q2 2020 | $12,000 | -14.3% | 118 | -31.8% | 0.01% | +9.1% |
Q1 2020 | $14,000 | -12.5% | 173 | 0.0% | 0.01% | +10.0% |
Q4 2019 | $16,000 | – | 173 | – | 0.01% | – |
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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% |