SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 778 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.25 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $1,003,278 | +9.5% | 12,604 | 0.0% | 0.98% | +4.7% |
Q3 2023 | $916,562 | -3.0% | 12,604 | 0.0% | 0.94% | +5.7% |
Q2 2023 | $944,669 | +24.3% | 12,604 | 0.0% | 0.89% | +3.0% |
Q1 2023 | $760,146 | +99395.5% | 12,604 | 0.0% | 0.86% | +7.3% |
Q4 2022 | $764 | -99.9% | 12,604 | 0.0% | 0.80% | -3.3% |
Q3 2022 | $703,000 | -8.5% | 12,604 | -4.9% | 0.83% | -3.7% |
Q2 2022 | $768,000 | -29.5% | 13,254 | -9.1% | 0.86% | -23.4% |
Q1 2022 | $1,090,000 | -8.6% | 14,574 | +100.0% | 1.12% | -5.1% |
Q4 2021 | $1,193,000 | +7.8% | 7,287 | -2.5% | 1.19% | -0.9% |
Q3 2021 | $1,107,000 | -8.4% | 7,477 | -9.7% | 1.20% | -11.8% |
Q2 2021 | $1,208,000 | -18.7% | 8,277 | -27.7% | 1.36% | -26.0% |
Q1 2021 | $1,486,000 | +1.9% | 11,451 | 0.0% | 1.84% | -31.7% |
Q4 2020 | $1,459,000 | – | 11,451 | – | 2.69% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Marquette Asset Management, LLC | 765,363 | $71,110,000 | 23.27% |
Avantax Planning Partners, Inc. | 3,943,304 | $366,372,000 | 21.56% |
APPLETON GROUP, LLC | 168,749 | $15,678,000 | 19.90% |
Fund Evaluation Group, LLC | 1,175,621 | $109,227,000 | 17.84% |
Reitz Capital Advisors LLC | 168,614 | $15,665,000 | 16.93% |
Mokosak Advisory Group, LLC | 242,056 | $22,489,000 | 13.60% |
HHM Wealth Advisors, LLC | 271,405 | $25,218,000 | 12.12% |
MATHER GROUP, LLC. | 1,800,678 | $167,301,000 | 10.50% |
MARSHALL FINANCIAL GROUP INC /ADV | 165,475 | $15,374,000 | 10.38% |
BALLAST ADVISORS LLC | 151,566 | $14,082,000 | 10.36% |