SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 809 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.58 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $561 | +1.3% | 7,711 | +4.4% | 0.45% | +6.7% |
| Q2 2023 | $554 | -0.4% | 7,388 | -13.4% | 0.42% | -2.6% |
| Q1 2023 | $556 | +13.2% | 8,533 | -3.4% | 0.43% | +7.0% |
| Q4 2022 | $491 | -99.9% | 8,834 | +7.9% | 0.40% | +3.9% |
| Q3 2022 | $457,000 | -4.4% | 8,187 | -0.7% | 0.39% | +4.9% |
| Q2 2022 | $478,000 | -32.5% | 8,244 | -12.9% | 0.37% | -15.2% |
| Q1 2022 | $708,000 | -30.9% | 9,467 | +51.3% | 0.43% | -26.9% |
| Q4 2021 | $1,025,000 | +32.3% | 6,257 | +19.6% | 0.59% | +18.8% |
| Q3 2021 | $775,000 | -1.9% | 5,230 | -3.4% | 0.50% | -4.9% |
| Q2 2021 | $790,000 | -99.9% | 5,412 | -0.6% | 0.53% | +5.6% |
| Q1 2021 | $706,912,000 | +91468.9% | 5,447 | -9.4% | 0.50% | -15.9% |
| Q4 2020 | $772,000 | +4.2% | 6,012 | -6.5% | 0.59% | -4.1% |
| Q3 2020 | $741,000 | – | 6,432 | – | 0.62% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Triton Wealth Management, PLLC | 304,529 | $47,423,000 | 22.60% |
| Avantax Planning Partners, Inc. | 3,223,233 | $477,329,000 | 22.02% |
| APPLETON GROUP, LLC | 167,449 | $24,798,000 | 21.34% |
| Northern Capital Management, Inc. | 166,533 | $24,662,000 | 21.08% |
| Marquette Asset Management, LLC | 597,717 | $88,516,000 | 19.90% |
| Mokosak Advisory Group, LLC | 285,304 | $42,254,000 | 17.52% |
| Fund Evaluation Group, LLC | 1,113,800 | $164,943,000 | 17.31% |
| Legacy Financial Strategies, LLC | 210,289 | $31,142,000 | 14.65% |
| Alpha Omega Group, Inc. | 91,285 | $13,518,000 | 14.47% |
| Reitz Capital Advisors LLC | 129,115 | $19,120,000 | 14.32% |