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 | $216,778 | -19.4% | 2,981 | -16.9% | 0.02% | -15.8% |
| Q2 2023 | $268,921 | -8.4% | 3,588 | -20.4% | 0.02% | -13.6% |
| Q1 2023 | $293,656 | +11.3% | 4,506 | -5.1% | 0.02% | +10.0% |
| Q4 2022 | $263,910 | -0.4% | 4,750 | 0.0% | 0.02% | -4.8% |
| Q3 2022 | $265,000 | -3.6% | 4,750 | 0.0% | 0.02% | +5.0% |
| Q2 2022 | $275,000 | -22.5% | 4,750 | 0.0% | 0.02% | -4.8% |
| Q1 2022 | $355,000 | -8.7% | 4,750 | +100.0% | 0.02% | 0.0% |
| Q4 2021 | $389,000 | +10.5% | 2,375 | 0.0% | 0.02% | +10.5% |
| Q3 2021 | $352,000 | +1.4% | 2,375 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $347,000 | +12.7% | 2,375 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $308,000 | +1.0% | 2,375 | 0.0% | 0.02% | -5.0% |
| Q4 2020 | $305,000 | +11.3% | 2,375 | 0.0% | 0.02% | -4.8% |
| Q3 2020 | $274,000 | +13.7% | 2,375 | 0.0% | 0.02% | +5.0% |
| Q2 2020 | $241,000 | +9.0% | 2,375 | 0.0% | 0.02% | 0.0% |
| Q4 2019 | $221,000 | – | 2,375 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Avantax Planning Partners, Inc. | 3,705,079 | $475,769,000 | 24.48% |
| Treybourne Wealth Planners, Inc. | 253,718 | $32,580,000 | 23.46% |
| Marquette Asset Management, LLC | 757,450 | $97,264,000 | 22.41% |
| Triton Wealth Management, PLLC | 256,008 | $32,646,000 | 20.78% |
| Reitz Capital Advisors LLC | 198,181 | $25,449,000 | 20.46% |
| Northern Capital Management, Inc. | 161,336 | $20,717,000 | 20.16% |
| Mokosak Advisory Group, LLC | 292,078 | $37,512,000 | 17.92% |
| APPLETON GROUP, LLC | 142,386 | $18,284,000 | 17.84% |
| Fund Evaluation Group, LLC | 1,058,546 | $135,928,000 | 15.98% |
| Reby Advisors, LLC | 401,465 | $51,552,000 | 13.50% |