SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 546 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 1.18 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $6,269,000 | -34.0% | 83,794 | +44.4% | 2.29% | +37.1% |
| Q4 2021 | $9,502,000 | +50.9% | 58,026 | +36.5% | 1.67% | -33.9% |
| Q3 2021 | $6,295,000 | -0.6% | 42,507 | -2.0% | 2.53% | +60.9% |
| Q2 2021 | $6,334,000 | +9.5% | 43,395 | -2.6% | 1.57% | +3.4% |
| Q1 2021 | $5,782,000 | +92.7% | 44,555 | +90.7% | 1.52% | +42.0% |
| Q4 2020 | $3,000,000 | +4.5% | 23,364 | -6.3% | 1.07% | -2.6% |
| Q3 2020 | $2,872,000 | +9.6% | 24,933 | -3.4% | 1.10% | -2.2% |
| Q2 2020 | $2,621,000 | +27.5% | 25,815 | 0.0% | 1.12% | +3.3% |
| Q1 2020 | $2,056,000 | -24.7% | 25,815 | -12.2% | 1.09% | +2.3% |
| Q4 2019 | $2,731,000 | – | 29,394 | – | 1.06% | – |
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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% |