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 | $57,611 | +70.2% | 792 | +75.2% | 0.05% | +92.0% |
| Q2 2023 | $33,856 | +15.1% | 452 | +0.2% | 0.02% | +8.7% |
| Q1 2023 | $29,403 | +17.5% | 451 | 0.0% | 0.02% | +21.1% |
| Q4 2022 | $25,033 | +0.1% | 451 | +0.2% | 0.02% | -9.5% |
| Q3 2022 | $25,000 | 0.0% | 450 | +6.1% | 0.02% | +5.0% |
| Q2 2022 | $25,000 | -21.9% | 424 | 0.0% | 0.02% | -4.8% |
| Q1 2022 | $32,000 | -8.6% | 424 | +100.0% | 0.02% | -4.5% |
| Q4 2021 | $35,000 | +12.9% | 212 | +0.5% | 0.02% | -4.3% |
| Q3 2021 | $31,000 | 0.0% | 211 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $31,000 | +14.8% | 211 | 0.0% | 0.02% | +4.5% |
| Q1 2021 | $27,000 | 0.0% | 211 | 0.0% | 0.02% | -4.3% |
| Q4 2020 | $27,000 | +12.5% | 211 | +0.5% | 0.02% | +4.5% |
| Q3 2020 | $24,000 | +14.3% | 210 | 0.0% | 0.02% | -4.3% |
| Q2 2020 | $21,000 | +31.2% | 210 | 0.0% | 0.02% | +21.1% |
| Q1 2020 | $16,000 | -15.8% | 210 | +0.5% | 0.02% | -5.0% |
| Q4 2019 | $19,000 | – | 209 | – | 0.02% | – |
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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% |