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 | $492,748 | +18.6% | 6,776 | +22.3% | 0.02% | +15.4% |
| Q2 2023 | $415,384 | +25.2% | 5,542 | +8.9% | 0.01% | +18.2% |
| Q1 2023 | $331,649 | +13.4% | 5,089 | -3.3% | 0.01% | 0.0% |
| Q4 2022 | $292,397 | -0.5% | 5,263 | +0.0% | 0.01% | -8.3% |
| Q3 2022 | $294,000 | -3.6% | 5,262 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $305,000 | -17.6% | 5,262 | +6.5% | 0.01% | -25.0% |
| Q1 2022 | $370,000 | -8.4% | 4,939 | +100.0% | 0.02% | -11.1% |
| Q4 2021 | $404,000 | – | 2,470 | – | 0.02% | – |
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% |