SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 722 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.55 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $348,694 | -3.0% | 4,795 | 0.0% | 0.04% | 0.0% |
| Q2 2023 | $359,387 | +15.0% | 4,795 | 0.0% | 0.04% | +6.1% |
| Q1 2023 | $312,491 | +17.4% | 4,795 | +0.1% | 0.03% | +10.0% |
| Q4 2022 | $266,188 | -0.3% | 4,791 | 0.0% | 0.03% | -11.8% |
| Q3 2022 | $267,000 | +2.7% | 4,791 | +6.7% | 0.03% | +9.7% |
| Q2 2022 | $260,000 | -22.6% | 4,492 | 0.0% | 0.03% | -11.4% |
| Q1 2022 | $336,000 | -8.7% | 4,492 | +100.0% | 0.04% | -5.4% |
| Q4 2021 | $368,000 | +10.5% | 2,246 | 0.0% | 0.04% | 0.0% |
| Q3 2021 | $333,000 | +1.5% | 2,246 | 0.0% | 0.04% | 0.0% |
| Q2 2021 | $328,000 | +12.7% | 2,246 | 0.0% | 0.04% | 0.0% |
| Q1 2021 | $291,000 | +1.0% | 2,246 | 0.0% | 0.04% | -5.1% |
| Q4 2020 | $288,000 | – | 2,246 | – | 0.04% | – |
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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% |