SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 946 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.33 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $70,102 | -9.2% | 964 | -6.4% | 0.01% | 0.0% |
| Q2 2023 | $77,198 | +77.9% | 1,030 | +54.7% | 0.01% | +71.4% |
| Q1 2023 | $43,403 | +17.3% | 666 | 0.0% | 0.01% | +16.7% |
| Q4 2022 | $37,002 | -99.9% | 666 | 0.0% | 0.01% | -14.3% |
| Q3 2022 | $37,169,000 | -3.8% | 666 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $38,621,000 | -22.5% | 666 | 0.0% | 0.01% | -12.5% |
| Q1 2022 | $49,830,000 | +14.0% | 666 | +149.4% | 0.01% | +14.3% |
| Q4 2021 | $43,721,000 | +82.2% | 267 | +64.8% | 0.01% | +75.0% |
| Q3 2021 | $23,990,000 | +67.7% | 162 | +65.3% | 0.00% | +100.0% |
| Q2 2021 | $14,304,000 | +12.5% | 98 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $12,718,000 | – | 98 | – | 0.00% | – |
Download | ||||||
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% |