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 | $96,166 | +72.2% | 1,322 | +77.4% | 0.01% | +71.4% |
| Q2 2023 | $55,831 | +15.1% | 745 | +0.1% | 0.01% | +16.7% |
| Q1 2023 | $48,486 | +17.5% | 744 | +0.1% | 0.01% | +20.0% |
| Q4 2022 | $41,281 | -27.6% | 743 | -26.9% | 0.01% | -37.5% |
| Q3 2022 | $57,000 | -31.3% | 1,017 | +100.6% | 0.01% | -11.1% |
| Q4 2021 | $83,000 | +10.7% | 507 | +0.2% | 0.01% | 0.0% |
| Q3 2021 | $75,000 | +1.4% | 506 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $74,000 | +25.4% | 506 | +11.7% | 0.01% | +12.5% |
| Q1 2021 | $59,000 | +227.8% | 453 | +230.7% | 0.01% | +300.0% |
| Q4 2020 | $18,000 | +12.5% | 137 | +0.7% | 0.00% | 0.0% |
| Q3 2020 | $16,000 | +14.3% | 136 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $14,000 | – | 136 | – | 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% |