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 | $3,871,980 | +499.9% | 53,245 | +518.3% | 0.54% | +550.6% |
Q2 2023 | $645,439 | +12.8% | 8,612 | -1.9% | 0.08% | +6.4% |
Q1 2023 | $572,141 | +17.8% | 8,779 | +0.4% | 0.08% | +9.9% |
Q4 2022 | $485,625 | -0.5% | 8,741 | +0.0% | 0.07% | -1.4% |
Q3 2022 | $488,000 | -3.7% | 8,738 | +0.0% | 0.07% | +7.5% |
Q2 2022 | $507,000 | -50.1% | 8,735 | -35.8% | 0.07% | -35.6% |
Q1 2022 | $1,017,000 | -3.2% | 13,603 | +112.0% | 0.10% | +2.0% |
Q4 2021 | $1,051,000 | +83.1% | 6,416 | +65.5% | 0.10% | +64.5% |
Q3 2021 | $574,000 | +14.3% | 3,877 | +12.8% | 0.06% | +8.8% |
Q2 2021 | $502,000 | +27.7% | 3,438 | +13.4% | 0.06% | +11.8% |
Q1 2021 | $393,000 | – | 3,031 | – | 0.05% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Marquette Asset Management, LLC | 849,509 | $70,688,000 | 23.88% |
APPLETON GROUP, LLC | 248,749 | $20,698,000 | 23.10% |
Avantax Planning Partners, Inc. | 3,957,211 | $333,712,000 | 21.59% |
Fund Evaluation Group, LLC | 1,378,707 | $114,722,000 | 19.35% |
Reitz Capital Advisors LLC | 203,482 | $16,932,000 | 19.09% |
Roof Advisory Group, Inc. | 303,965 | $25,292,000 | 14.71% |
Mokosak Advisory Group, LLC | 233,547 | $19,461,000 | 13.14% |
COLTON GROOME FINANCIAL ADVISORS, LLC | 196,482 | $16,349,000 | 13.10% |
HHM Wealth Advisors, LLC | 262,104 | $21,810,000 | 12.86% |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 119,104 | $9,910,000 | 12.78% |