SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 726 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.55 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2022 | $255,000 | -8.3% | 3,403 | +100.2% | 0.02% | -15.0% |
Q4 2021 | $278,000 | -85.5% | 1,700 | -86.9% | 0.02% | -86.8% |
Q3 2021 | $1,916,000 | +1.5% | 12,936 | +0.0% | 0.15% | +0.7% |
Q2 2021 | $1,888,000 | +12.5% | 12,935 | +0.0% | 0.15% | +7.9% |
Q1 2021 | $1,678,000 | -2.3% | 12,933 | -3.3% | 0.14% | -3.4% |
Q4 2020 | $1,718,000 | -4.3% | 13,381 | -14.2% | 0.14% | -19.0% |
Q3 2020 | $1,795,000 | +13.4% | 15,588 | +0.0% | 0.18% | +7.8% |
Q2 2020 | $1,583,000 | +27.6% | 15,585 | +0.0% | 0.17% | +12.2% |
Q1 2020 | $1,241,000 | -14.2% | 15,582 | +0.0% | 0.15% | +5.0% |
Q4 2019 | $1,447,000 | +10.6% | 15,577 | +0.1% | 0.14% | +6.8% |
Q3 2019 | $1,308,000 | +1.0% | 15,567 | +0.0% | 0.13% | +6.5% |
Q2 2019 | $1,295,000 | +4.8% | 15,562 | 0.0% | 0.12% | +1.6% |
Q1 2019 | $1,236,000 | +15.3% | 15,562 | +0.1% | 0.12% | +5.2% |
Q4 2018 | $1,072,000 | – | 15,553 | – | 0.12% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 41,138 | $28,356,000 | 27.57% |
Marquette Asset Management, LLC | 875,363 | $60,339,000 | 23.22% |
Reitz Capital Advisors LLC | 226,168 | $15,590,000 | 18.84% |
Avantax Planning Partners, Inc. | 3,576,720 | $246,543,000 | 18.59% |
Fund Evaluation Group, LLC | 935,445 | $64,480,000 | 16.07% |
HHM Wealth Advisors, LLC | 247,885 | $17,087,000 | 12.52% |
PIERSHALE FINANCIAL GROUP, INC. | 290,182 | $20,002,000 | 12.14% |
Krilogy Financial LLC | 555,820 | $38,313,000 | 10.56% |
Harborview Advisors, LLC | 126,609 | $8,727,000 | 10.22% |
Denver PWM, LLC | 185,867 | $14,035,000 | 10.06% |