PSI Advisors, LLC - SCHWAB STRATEGIC TR ownership

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%.

Quarter-by-quarter ownership
PSI Advisors, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$72,720
-3.0%
1,0000.0%0.03%
-6.1%
Q2 2023$74,950
+15.0%
1,0000.0%0.03%
+6.5%
Q1 2023$65,170
+1.3%
1,000
-13.6%
0.03%
-8.8%
Q4 2022$64,338
-1.0%
1,1580.0%0.03%0.0%
Q3 2022$65,000
-47.2%
1,158
-45.4%
0.03%
-43.3%
Q2 2022$123,000
-49.8%
2,122
-35.1%
0.06%
-40.6%
Q1 2022$245,000
-23.0%
3,270
+68.4%
0.10%
-21.7%
Q4 2021$318,000
+7.1%
1,942
-3.4%
0.13%
-5.1%
Q3 2021$297,000
+6.1%
2,010
+4.4%
0.14%
-8.1%
Q2 2021$280,000
+12.4%
1,9250.0%0.15%
+0.7%
Q1 2021$249,000
-11.1%
1,925
-12.0%
0.15%
-23.8%
Q4 2020$280,000
-19.1%
2,188
-27.3%
0.19%
-26.9%
Q3 2020$346,000
-6.7%
3,008
-17.9%
0.26%
-11.7%
Q2 2020$371,000
-0.5%
3,663
-21.8%
0.30%
-12.8%
Q1 2020$373,000
-40.4%
4,683
-30.5%
0.34%
-14.7%
Q4 2019$626,0006,7400.40%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2021
NameSharesValueWeighting ↓
Triton Wealth Management, PLLC 241,902$26,005,00026.92%
Marquette Asset Management, LLC 753,967$76,558,00024.96%
Avantax Planning Partners, Inc. 4,280,749$434,667,00024.55%
Reitz Capital Advisors LLC 164,163$16,669,00021.17%
APPLETON GROUP, LLC 157,009$15,943,00019.19%
Mokosak Advisory Group, LLC 292,495$29,710,00018.14%
Fund Evaluation Group, LLC 1,169,436$118,745,00016.45%
HHM Wealth Advisors, LLC 299,395$30,401,00012.70%
Kelman-Lazarov, Inc. 259,277$26,327,00012.20%
Legacy Wealth Management, Inc 698,612$70,937,00011.58%
View complete list of SCHWAB STRATEGIC TR shareholders