SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 777 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.24 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $644,226 | +110.6% | 8,859 | +117.1% | 0.01% | +150.0% |
| Q2 2023 | $305,870 | -21.1% | 4,081 | -31.4% | 0.00% | -33.3% |
| Q1 2023 | $387,500 | +5.2% | 5,946 | -10.3% | 0.00% | 0.0% |
| Q4 2022 | $368,418 | -0.4% | 6,631 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $370,000 | +68.2% | 6,631 | +75.1% | 0.00% | +50.0% |
| Q2 2022 | $220,000 | -22.3% | 3,786 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $283,000 | -8.7% | 3,786 | +100.0% | 0.00% | 0.0% |
| Q4 2021 | $310,000 | +14.4% | 1,893 | -41.4% | 0.00% | -33.3% |
| Q3 2019 | $271,000 | +0.7% | 3,231 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $269,000 | +5.1% | 3,231 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $256,000 | +14.8% | 3,231 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $223,000 | -15.8% | 3,231 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $265,000 | +8.2% | 3,231 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $245,000 | -47.2% | 3,231 | -50.0% | 0.00% | 0.0% |
| Q1 2018 | $464,000 | +102.6% | 6,462 | +100.0% | 0.00% | 0.0% |
| Q4 2017 | $229,000 | +7.5% | 3,231 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $213,000 | -17.4% | 3,231 | -20.7% | 0.00% | -25.0% |
| Q2 2017 | $258,000 | – | 4,075 | – | 0.00% | – |
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% |