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 ↓
Marquette Asset Management, LLC 765,363$71,110,00023.27%
Avantax Planning Partners, Inc. 3,943,304$366,372,00021.56%
APPLETON GROUP, LLC 168,749$15,678,00019.90%
Fund Evaluation Group, LLC 1,175,621$109,227,00017.84%
Reitz Capital Advisors LLC 168,614$15,665,00016.93%
Mokosak Advisory Group, LLC 242,056$22,489,00013.60%
HHM Wealth Advisors, LLC 271,405$25,218,00012.12%
MATHER GROUP, LLC. 1,800,678$167,301,00010.50%
MARSHALL FINANCIAL GROUP INC /ADV 165,475$15,374,00010.38%
BALLAST ADVISORS LLC 151,566$14,082,00010.36%
View complete list of SCHWAB STRATEGIC TR shareholders