Geometric Wealth Advisors - SCHWAB STRATEGIC TR ownership

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
Geometric Wealth Advisors ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$303,388
-5.2%
4,1720.0%0.10%
-5.0%
Q2 2023$319,867
+16.9%
4,1720.0%0.10%
+4.2%
Q1 2023$273,725
+18.1%
4,1720.0%0.10%
+2.1%
Q4 2022$231,796
-0.5%
4,1720.0%0.09%
-16.1%
Q3 2022$233,000
-3.7%
4,1720.0%0.11%
-7.4%
Q2 2022$242,000
-22.4%
4,1720.0%0.12%
-87.1%
Q1 2022$312,000
-8.8%
4,172
+100.0%
0.94%
+473.6%
Q4 2021$342,0002,0860.16%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2023
NameSharesValueWeighting ↓
Triton Wealth Management, PLLC 241,902$26,005,00026.92%
Marquette Asset Management, LLC 753,967$76,558,00024.96%
Avantax Planning Partners, Inc. 4,280,749$434,667,00024.55%
Reitz Capital Advisors LLC 164,163$16,669,00021.17%
APPLETON GROUP, LLC 157,009$15,943,00019.19%
Mokosak Advisory Group, LLC 292,495$29,710,00018.14%
Fund Evaluation Group, LLC 1,169,436$118,745,00016.45%
HHM Wealth Advisors, LLC 299,395$30,401,00012.70%
Kelman-Lazarov, Inc. 259,277$26,327,00012.20%
Legacy Wealth Management, Inc 698,612$70,937,00011.58%
View complete list of SCHWAB STRATEGIC TR shareholders