SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 29 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,509 | -8.9% | 62 | -6.1% | 0.00% | 0.0% |
| Q2 2023 | $4,947 | +15.0% | 66 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $4,301 | +17.3% | 66 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $3,667 | -8.3% | 66 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $4,000 | 0.0% | 66 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $4,000 | -20.0% | 66 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $5,000 | 0.0% | 66 | +100.0% | 0.00% | -50.0% |
| Q4 2021 | $5,000 | 0.0% | 33 | -5.7% | 0.00% | 0.0% |
| Q3 2021 | $5,000 | -61.5% | 35 | -59.3% | 0.00% | -50.0% |
| Q2 2021 | $13,000 | +18.2% | 86 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $11,000 | -21.4% | 86 | -18.9% | 0.00% | -20.0% |
| Q4 2020 | $14,000 | +16.7% | 106 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $12,000 | +9.1% | 106 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $11,000 | +10.0% | 106 | -17.8% | 0.01% | 0.0% |
| Q1 2020 | $10,000 | -16.7% | 129 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $12,000 | – | 129 | – | 0.01% | – |
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% |