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 | $2,696,172 | -4.4% | 37,076 | -1.5% | 2.00% | +8.3% |
Q2 2023 | $2,821,538 | +44.9% | 37,646 | +26.0% | 1.85% | +31.7% |
Q1 2023 | $1,947,626 | +16.9% | 29,885 | -0.4% | 1.40% | -0.2% |
Q4 2022 | $1,666,638 | +92.2% | 29,997 | +93.1% | 1.41% | +96.6% |
Q3 2022 | $867,000 | -4.7% | 15,533 | -1.0% | 0.72% | +3.6% |
Q2 2022 | $910,000 | -41.1% | 15,690 | -24.0% | 0.69% | -28.5% |
Q1 2022 | $1,544,000 | +18.6% | 20,636 | +159.5% | 0.97% | +30.1% |
Q4 2021 | $1,302,000 | +19.2% | 7,952 | +7.8% | 0.74% | +17.0% |
Q3 2021 | $1,092,000 | +18.7% | 7,376 | +17.0% | 0.64% | +20.5% |
Q2 2021 | $920,000 | +17.0% | 6,305 | +4.1% | 0.53% | +5.4% |
Q1 2021 | $786,000 | +10.4% | 6,059 | +9.3% | 0.50% | -5.3% |
Q4 2020 | $712,000 | – | 5,541 | – | 0.53% | – |
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% |