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 | $303,388 | -5.2% | 4,172 | 0.0% | 0.10% | -5.0% |
Q2 2023 | $319,867 | +16.9% | 4,172 | 0.0% | 0.10% | +4.2% |
Q1 2023 | $273,725 | +18.1% | 4,172 | 0.0% | 0.10% | +2.1% |
Q4 2022 | $231,796 | -0.5% | 4,172 | 0.0% | 0.09% | -16.1% |
Q3 2022 | $233,000 | -3.7% | 4,172 | 0.0% | 0.11% | -7.4% |
Q2 2022 | $242,000 | -22.4% | 4,172 | 0.0% | 0.12% | -87.1% |
Q1 2022 | $312,000 | -8.8% | 4,172 | +100.0% | 0.94% | +473.6% |
Q4 2021 | $342,000 | – | 2,086 | – | 0.16% | – |
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% |