SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 660 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is 0.57 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $514,785 | -7.2% | 7,079 | -4.3% | 0.37% | -3.9% |
Q2 2023 | $554,555 | +18.9% | 7,399 | +3.4% | 0.39% | +10.9% |
Q1 2023 | $466,357 | +17.3% | 7,156 | 0.0% | 0.35% | +7.1% |
Q4 2022 | $397,587 | -0.4% | 7,156 | 0.0% | 0.32% | -11.7% |
Q3 2022 | $399,000 | -3.9% | 7,156 | 0.0% | 0.37% | -10.9% |
Q2 2022 | $415,000 | -22.4% | 7,156 | 0.0% | 0.41% | -4.2% |
Q1 2022 | $535,000 | -12.6% | 7,156 | +91.5% | 0.43% | -6.7% |
Q4 2021 | $612,000 | +10.7% | 3,737 | 0.0% | 0.46% | +4.8% |
Q3 2021 | $553,000 | +1.5% | 3,737 | 0.0% | 0.44% | +3.8% |
Q2 2021 | $545,000 | +12.4% | 3,737 | 0.0% | 0.42% | +5.5% |
Q1 2021 | $485,000 | -70.7% | 3,737 | -71.0% | 0.40% | -73.7% |
Q4 2020 | $1,654,000 | -38.9% | 12,878 | -45.2% | 1.53% | -47.1% |
Q3 2020 | $2,708,000 | +3.0% | 23,512 | -9.2% | 2.89% | -4.1% |
Q2 2020 | $2,629,000 | +29.1% | 25,895 | +1.3% | 3.02% | +7.2% |
Q1 2020 | $2,036,000 | -4.5% | 25,563 | +11.4% | 2.81% | +28.8% |
Q4 2019 | $2,132,000 | – | 22,948 | – | 2.18% | – |
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% |