SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 946 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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $550,991 | -4.9% | 7,577 | -1.9% | 0.02% | 0.0% |
Q2 2023 | $579,130 | +15.0% | 7,727 | 0.0% | 0.02% | 0.0% |
Q1 2023 | $503,561 | +37.0% | 7,727 | +16.8% | 0.02% | +26.7% |
Q4 2022 | $367,666 | -2.2% | 6,617 | -1.7% | 0.02% | -6.2% |
Q3 2022 | $376,000 | -3.6% | 6,731 | 0.0% | 0.02% | 0.0% |
Q2 2022 | $390,000 | -23.7% | 6,731 | -1.5% | 0.02% | -11.1% |
Q1 2022 | $511,000 | -9.2% | 6,831 | +98.5% | 0.02% | 0.0% |
Q4 2021 | $563,000 | +7.6% | 3,441 | -2.5% | 0.02% | -5.3% |
Q3 2021 | $523,000 | – | 3,531 | – | 0.02% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Marquette Asset Management, LLC | 849,509 | $70,688,000 | 23.88% |
APPLETON GROUP, LLC | 248,749 | $20,698,000 | 23.10% |
Avantax Planning Partners, Inc. | 3,957,211 | $333,712,000 | 21.59% |
Fund Evaluation Group, LLC | 1,378,707 | $114,722,000 | 19.35% |
Reitz Capital Advisors LLC | 203,482 | $16,932,000 | 19.09% |
Roof Advisory Group, Inc. | 303,965 | $25,292,000 | 14.71% |
Mokosak Advisory Group, LLC | 233,547 | $19,461,000 | 13.14% |
COLTON GROOME FINANCIAL ADVISORS, LLC | 196,482 | $16,349,000 | 13.10% |
HHM Wealth Advisors, LLC | 262,104 | $21,810,000 | 12.86% |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 119,104 | $9,910,000 | 12.78% |