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 | $260,628 | -3.0% | 3,584 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $268,621 | +15.0% | 3,584 | 0.0% | 0.01% | +12.5% |
| Q1 2023 | $233,569 | +16.8% | 3,584 | 0.0% | 0.01% | +14.3% |
| Q3 2022 | $200,000 | -51.9% | 3,584 | -50.0% | 0.01% | 0.0% |
| Q2 2022 | $416,000 | +71.2% | 7,168 | +120.3% | 0.01% | -12.5% |
| Q1 2022 | $243,000 | -17.9% | 3,254 | +80.0% | 0.01% | -11.1% |
| Q4 2021 | $296,000 | +10.4% | 1,808 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $268,000 | +1.5% | 1,808 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $264,000 | +12.3% | 1,808 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $235,000 | -23.2% | 1,808 | -24.2% | 0.01% | -18.2% |
| Q4 2020 | $306,000 | +11.3% | 2,385 | 0.0% | 0.01% | -8.3% |
| Q3 2020 | $275,000 | – | 2,385 | – | 0.01% | – |
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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% |