SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 690 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.18 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,671,168 | +2.1% | 22,981 | +5.2% | 0.18% | +4.8% |
Q2 2023 | $1,636,517 | +516.5% | 21,835 | -33.2% | 0.17% | +1013.3% |
Q1 2023 | $265,452 | -84.5% | 32,707 | +6.2% | 0.02% | -80.3% |
Q4 2022 | $1,710,358 | +28.9% | 30,784 | +29.5% | 0.08% | -2.6% |
Q3 2022 | $1,327,000 | -14.2% | 23,780 | -9.8% | 0.08% | -43.1% |
Q2 2022 | $1,546,000 | -25.0% | 26,372 | -4.3% | 0.14% | +18.1% |
Q1 2022 | $2,062,000 | +2.5% | 27,554 | +124.2% | 0.12% | -31.8% |
Q4 2021 | $2,012,000 | -83.9% | 12,289 | -87.2% | 0.17% | -83.0% |
Q1 2021 | $12,474,000 | +332.1% | 96,117 | +327.5% | 1.00% | +273.8% |
Q4 2020 | $2,887,000 | – | 22,486 | – | 0.27% | – |
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% |