Indie Asset Partners, 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
Indie Asset Partners, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$840,498
-3.1%
11,558
-0.2%
0.85%
-10.3%
Q2 2023$867,771
+5.3%
11,578
-8.5%
0.94%
-2.0%
Q1 2023$824,270
+16.8%
12,648
-0.4%
0.96%
+24.6%
Q4 2022$705,501
-21.0%
12,698
-20.6%
0.77%
-15.5%
Q3 2022$893,000
-14.4%
15,998
-11.1%
0.92%
-0.7%
Q2 2022$1,043,000
-25.0%
17,992
-3.3%
0.92%
-11.9%
Q1 2022$1,391,000
-24.6%
18,597
+65.1%
1.04%
-22.0%
Q4 2021$1,845,000
+3.3%
11,266
-6.6%
1.34%
-7.4%
Q3 2021$1,786,000
+2.6%
12,061
+1.2%
1.45%
+2.6%
Q2 2021$1,740,000
+5.2%
11,922
-6.5%
1.41%
-25.1%
Q1 2021$1,654,000
-28.0%
12,747
-28.7%
1.88%
-29.6%
Q4 2020$2,297,000
+5.7%
17,887
-5.3%
2.67%
-1.8%
Q3 2020$2,174,000
-1.3%
18,880
-4.2%
2.72%
-1.5%
Q2 2020$2,203,000
-37.1%
19,709
-55.2%
2.76%
-36.7%
Q1 2020$3,502,000
-17.6%
43,968
-3.9%
4.37%
-3.3%
Q4 2019$4,250,00045,7424.52%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2021
NameSharesValueWeighting ↓
Marquette Asset Management, LLC 849,509$70,688,00023.88%
APPLETON GROUP, LLC 248,749$20,698,00023.10%
Avantax Planning Partners, Inc. 3,957,211$333,712,00021.59%
Fund Evaluation Group, LLC 1,378,707$114,722,00019.35%
Reitz Capital Advisors LLC 203,482$16,932,00019.09%
Roof Advisory Group, Inc. 303,965$25,292,00014.71%
Mokosak Advisory Group, LLC 233,547$19,461,00013.14%
COLTON GROOME FINANCIAL ADVISORS, LLC 196,482$16,349,00013.10%
HHM Wealth Advisors, LLC 262,104$21,810,00012.86%
HARVEST GROUP WEALTH MANAGEMENT, LLC 119,104$9,910,00012.78%
View complete list of SCHWAB STRATEGIC TR shareholders