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 2022 | $265,000 | -5.4% | 4,746 | -1.9% | 0.00% | 0.0% |
| Q2 2022 | $280,000 | -27.1% | 4,836 | -5.8% | 0.00% | 0.0% |
| Q1 2022 | $384,000 | -8.8% | 5,136 | +100.0% | 0.00% | 0.0% |
| Q4 2021 | $421,000 | -43.9% | 2,568 | -49.3% | 0.00% | -50.0% |
| Q3 2021 | $751,000 | +0.5% | 5,068 | -45.9% | 0.01% | -40.0% |
| Q1 2020 | $747,000 | +694.7% | 9,373 | +693.6% | 0.01% | +900.0% |
| Q1 2019 | $94,000 | +16.0% | 1,181 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $81,000 | -16.5% | 1,181 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $97,000 | +9.0% | 1,181 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $89,000 | +4.7% | 1,181 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $85,000 | -6.6% | 1,181 | -8.0% | 0.00% | 0.0% |
| Q4 2017 | $91,000 | – | 1,283 | – | 0.00% | – |
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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% |