SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 777 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.24 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $58,104 | -3.0% | 799 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $59,886 | +7.0% | 799 | -7.0% | 0.01% | 0.0% |
Q1 2023 | $55,982 | +20.1% | 859 | +2.4% | 0.01% | +9.1% |
Q4 2022 | $46,615 | -4.9% | 839 | -4.1% | 0.01% | -8.3% |
Q3 2022 | $49,000 | +6.5% | 875 | +11.5% | 0.01% | +9.1% |
Q2 2022 | $46,000 | 0.0% | 785 | +26.6% | 0.01% | +10.0% |
Q1 2022 | $46,000 | +9.5% | 620 | +143.1% | 0.01% | +11.1% |
Q4 2021 | $42,000 | +10.5% | 255 | 0.0% | 0.01% | +12.5% |
Q3 2021 | $38,000 | -22.4% | 255 | -23.4% | 0.01% | -27.3% |
Q2 2021 | $49,000 | +6.5% | 333 | -5.7% | 0.01% | 0.0% |
Q1 2021 | $46,000 | +2.2% | 353 | 0.0% | 0.01% | -8.3% |
Q4 2020 | $45,000 | +9.8% | 353 | 0.0% | 0.01% | 0.0% |
Q3 2020 | $41,000 | -8.9% | 353 | -20.3% | 0.01% | -20.0% |
Q2 2020 | $45,000 | +28.6% | 443 | 0.0% | 0.02% | +15.4% |
Q1 2020 | $35,000 | +6.1% | 443 | +23.1% | 0.01% | +30.0% |
Q4 2019 | $33,000 | 0.0% | 360 | -7.7% | 0.01% | -9.1% |
Q3 2019 | $33,000 | +3.1% | 390 | 0.0% | 0.01% | 0.0% |
Q2 2019 | $32,000 | +3.2% | 390 | 0.0% | 0.01% | 0.0% |
Q1 2019 | $31,000 | -13.9% | 390 | -25.7% | 0.01% | -21.4% |
Q4 2018 | $36,000 | – | 525 | – | 0.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Marquette Asset Management, LLC | 765,363 | $71,110,000 | 23.27% |
Avantax Planning Partners, Inc. | 3,943,304 | $366,372,000 | 21.56% |
APPLETON GROUP, LLC | 168,749 | $15,678,000 | 19.90% |
Fund Evaluation Group, LLC | 1,175,621 | $109,227,000 | 17.84% |
Reitz Capital Advisors LLC | 168,614 | $15,665,000 | 16.93% |
Mokosak Advisory Group, LLC | 242,056 | $22,489,000 | 13.60% |
HHM Wealth Advisors, LLC | 271,405 | $25,218,000 | 12.12% |
MATHER GROUP, LLC. | 1,800,678 | $167,301,000 | 10.50% |
MARSHALL FINANCIAL GROUP INC /ADV | 165,475 | $15,374,000 | 10.38% |
BALLAST ADVISORS LLC | 151,566 | $14,082,000 | 10.36% |