SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 958 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.33 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $64,798 | +1.3% | 865 | -11.9% | 0.04% | +29.6% |
Q1 2023 | $63,986 | +17.4% | 982 | +0.1% | 0.03% | 0.0% |
Q4 2022 | $54,507 | -0.9% | 981 | +0.1% | 0.03% | +8.0% |
Q3 2022 | $55,000 | -3.5% | 980 | +0.1% | 0.02% | -3.8% |
Q2 2022 | $57,000 | -61.0% | 979 | -49.9% | 0.03% | -13.3% |
Q1 2022 | $146,000 | +75.9% | 1,956 | +287.3% | 0.03% | -18.9% |
Q4 2021 | $83,000 | +5.1% | 505 | -5.3% | 0.04% | -2.6% |
Q3 2021 | $79,000 | +1.3% | 533 | +0.2% | 0.04% | -5.0% |
Q2 2021 | $78,000 | +13.0% | 532 | 0.0% | 0.04% | -2.4% |
Q1 2021 | $69,000 | -13.8% | 532 | -14.7% | 0.04% | -22.6% |
Q4 2020 | $80,000 | +11.1% | 624 | 0.0% | 0.05% | 0.0% |
Q3 2020 | $72,000 | +14.3% | 624 | +0.2% | 0.05% | +8.2% |
Q2 2020 | $63,000 | -7.4% | 623 | -26.6% | 0.05% | -24.6% |
Q1 2020 | $68,000 | +11.5% | 849 | +29.8% | 0.06% | +27.5% |
Q4 2019 | $61,000 | – | 654 | – | 0.05% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 41,138 | $28,356,000 | 27.57% |
Marquette Asset Management, LLC | 875,363 | $60,339,000 | 23.22% |
Reitz Capital Advisors LLC | 226,168 | $15,590,000 | 18.84% |
Avantax Planning Partners, Inc. | 3,576,720 | $246,543,000 | 18.59% |
Fund Evaluation Group, LLC | 935,445 | $64,480,000 | 16.07% |
HHM Wealth Advisors, LLC | 247,885 | $17,087,000 | 12.52% |
PIERSHALE FINANCIAL GROUP, INC. | 290,182 | $20,002,000 | 12.14% |
Krilogy Financial LLC | 555,820 | $38,313,000 | 10.56% |
Harborview Advisors, LLC | 126,609 | $8,727,000 | 10.22% |
Denver PWM, LLC | 185,867 | $14,035,000 | 10.06% |