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 | $702,475 | -1.8% | 9,660 | +1.2% | 0.18% | +1.1% |
Q2 2023 | $715,698 | +17.4% | 9,549 | +2.1% | 0.18% | +14.6% |
Q1 2023 | $609,665 | +20.5% | 9,355 | +2.7% | 0.16% | +15.3% |
Q4 2022 | $506,040 | +10.7% | 9,108 | +11.3% | 0.14% | -2.1% |
Q3 2022 | $457,000 | +13.1% | 8,182 | +17.5% | 0.14% | +15.7% |
Q2 2022 | $404,000 | -4.7% | 6,964 | +22.9% | 0.12% | +0.8% |
Q1 2022 | $424,000 | +14.3% | 5,666 | +150.2% | 0.12% | +7.1% |
Q4 2021 | $371,000 | +40.0% | 2,265 | +26.7% | 0.11% | +25.8% |
Q3 2021 | $265,000 | +27.4% | 1,788 | +25.4% | 0.09% | +23.6% |
Q2 2021 | $208,000 | +43.4% | 1,426 | +27.5% | 0.07% | +30.9% |
Q1 2021 | $145,000 | +22.9% | 1,118 | +21.5% | 0.06% | +19.6% |
Q4 2020 | $118,000 | +21.6% | 920 | +9.3% | 0.05% | -2.1% |
Q3 2020 | $97,000 | +18.3% | 842 | +4.6% | 0.05% | +14.6% |
Q2 2020 | $82,000 | +30.2% | 805 | +1.4% | 0.04% | +5.1% |
Q1 2020 | $63,000 | -11.3% | 794 | +4.2% | 0.04% | +18.2% |
Q4 2019 | $71,000 | +12.7% | 762 | +0.9% | 0.03% | +3.1% |
Q3 2019 | $63,000 | +1.6% | 755 | +0.9% | 0.03% | 0.0% |
Q2 2019 | $62,000 | +5.1% | 748 | 0.0% | 0.03% | +3.2% |
Q1 2019 | $59,000 | – | 748 | – | 0.03% | – |
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% |