SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 778 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.25 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $419,000 | -5.2% | 7,501 | -1.5% | 0.02% | -4.8% |
| Q2 2022 | $442,000 | -19.3% | 7,619 | +4.0% | 0.02% | -12.5% |
| Q1 2022 | $548,000 | -40.6% | 7,326 | +29.9% | 0.02% | -45.5% |
| Q4 2021 | $923,000 | +77.2% | 5,638 | +60.3% | 0.04% | +51.7% |
| Q3 2021 | $521,000 | +1.6% | 3,518 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $513,000 | +12.3% | 3,518 | 0.0% | 0.03% | -6.5% |
| Q1 2021 | $457,000 | +8.3% | 3,518 | +6.9% | 0.03% | +3.3% |
| Q4 2020 | $422,000 | -57.8% | 3,290 | -76.7% | 0.03% | -66.7% |
| Q4 2017 | $1,000,000 | – | 14,138 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Marquette Asset Management, LLC | 849,509 | $70,688,000 | 23.88% |
| APPLETON GROUP, LLC | 248,749 | $20,698,000 | 23.10% |
| Avantax Planning Partners, Inc. | 3,957,211 | $333,712,000 | 21.59% |
| Fund Evaluation Group, LLC | 1,378,707 | $114,722,000 | 19.35% |
| Reitz Capital Advisors LLC | 203,482 | $16,932,000 | 19.09% |
| Roof Advisory Group, Inc. | 303,965 | $25,292,000 | 14.71% |
| Mokosak Advisory Group, LLC | 233,547 | $19,461,000 | 13.14% |
| COLTON GROOME FINANCIAL ADVISORS, LLC | 196,482 | $16,349,000 | 13.10% |
| HHM Wealth Advisors, LLC | 262,104 | $21,810,000 | 12.86% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 119,104 | $9,910,000 | 12.78% |