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 | $1,066,293 | +54.7% | 14,663 | +59.4% | 0.00% | +100.0% |
| Q2 2023 | $689,465 | +229.9% | 9,199 | +229.2% | 0.00% | – |
| Q1 2022 | $209,000 | 0.0% | 2,794 | +118.6% | 0.00% | – |
| Q4 2021 | $209,000 | -45.6% | 1,278 | -50.7% | 0.00% | -100.0% |
| Q3 2021 | $384,000 | +1.6% | 2,591 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $378,000 | +12.5% | 2,591 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $336,000 | +0.9% | 2,591 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $333,000 | -1.2% | 2,591 | -11.4% | 0.00% | 0.0% |
| Q3 2020 | $337,000 | +7.0% | 2,924 | -5.7% | 0.00% | 0.0% |
| Q2 2020 | $315,000 | +19.8% | 3,102 | -6.2% | 0.00% | 0.0% |
| Q1 2020 | $263,000 | -14.3% | 3,307 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $307,000 | – | 3,307 | – | 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% |