SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 841 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.26 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $6,044 | -40.2% | 83,114 | -46.4% | 3.64% | -55.4% |
Q1 2023 | $10,109 | -5.1% | 155,115 | -19.1% | 8.14% | +9.4% |
Q4 2022 | $10,653 | -99.9% | 191,746 | +15.0% | 7.44% | -9.3% |
Q3 2022 | $9,307,000 | -17.6% | 166,759 | -14.3% | 8.20% | +3.8% |
Q2 2022 | $11,290,000 | -23.1% | 194,681 | -0.8% | 7.90% | -21.5% |
Q1 2022 | $14,677,000 | -7.4% | 196,158 | +102.7% | 10.06% | -4.7% |
Q4 2021 | $15,846,000 | +3.8% | 96,768 | -7.5% | 10.56% | -24.1% |
Q2 2021 | $15,269,000 | +11.8% | 104,614 | -0.6% | 13.92% | +32.4% |
Q1 2021 | $13,654,000 | -6.3% | 105,208 | -7.3% | 10.51% | -8.1% |
Q4 2020 | $14,578,000 | – | 113,526 | – | 11.44% | – |
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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% |