PATRIOT INVESTMENT MANAGEMENT GROUP, INC. - SCHWAB STRATEGIC TR ownership

Back to all holdings Add to watchlist

SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 829 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.75 and the average weighting 1.3%.

Links
Filings
External links
Quarter-by-quarter ownership
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$626,108
-11.5%
8,610
-8.8%
0.06%
-5.0%
Q2 2023$707,585
+18.1%
9,441
+2.7%
0.06%
+13.2%
Q1 2023$599,350
+7.5%
9,197
+0.9%
0.05%
+10.4%
Q4 2022$557,624
+71.6%
9,114
+56.3%
0.05%
+41.2%
Q3 2022$325,000
-2.1%
5,832
+1.8%
0.03%
+6.2%
Q2 2022$332,000
-22.8%
5,728
-0.5%
0.03%
-13.5%
Q1 2022$430,000
-5.9%
5,754
+106.2%
0.04%
-5.1%
Q4 2021$457,000
+7.8%
2,791
-2.5%
0.04%
+2.6%
Q3 2021$424,000
-0.5%
2,864
-2.0%
0.04%
-2.6%
Q2 2021$426,000
+10.4%
2,921
-1.9%
0.04%
+2.6%
Q1 2021$386,000
+7.8%
2,979
-4.2%
0.04%
-11.6%
Q3 2020$358,000
-99.9%
3,111
-5.8%
0.04%
+2.4%
Q2 2020$335,409,000
+125993.6%
3,303
-1.3%
0.04%
+5.0%
Q1 2020$266,000
-10.1%
3,348
+5.1%
0.04%
+5.3%
Q4 2019$296,000
+8.8%
3,185
-2.3%
0.04%0.0%
Q3 2019$272,000
+3.8%
3,261
+3.5%
0.04%
+2.7%
Q2 2019$262,000
+6.5%
3,151
+1.7%
0.04%
+2.8%
Q1 2019$246,000–3,098–0.04%–
 Download
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2021
NameSharesValueWeighting ↓
Northern Capital Management, Inc. 473,084$34,402,69132.12%
Thrive Wealth Management, LLC 1,234,934$89,804,43423.89%
Marquette Asset Management, LLC 1,090,081$79,270,70018.80%
Financial Advisors, LLC 922,244$67,065,55616.60%
Legacy Financial Strategies, LLC 649,549$49,554,13015.93%
Fund Evaluation Group, LLC 2,440,415$177,46715.77%
Avantax Planning Partners, Inc. 5,132,324$373,222,60315.61%
Triton Wealth Management, PLLC 310,011$23,179,00615.59%
Aspen Wealth Strategies, LLC 250,439$18,214,79214.21%
HHM Wealth Advisors, LLC 967,878$70,384,08713.75%
View complete list of SCHWAB STRATEGIC TR shareholders