SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 872 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.22 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5 | -89.4% | 72 | -91.6% | 0.00% | – |
| Q4 2022 | $47 | -99.9% | 858 | -45.9% | 0.00% | – |
| Q3 2022 | $88,000 | +15.8% | 1,587 | +20.8% | 0.00% | – |
| Q2 2022 | $76,000 | – | 1,314 | +16325.0% | 0.00% | – |
| Q1 2022 | $0 | -100.0% | 8 | -96.9% | 0.00% | – |
| Q4 2021 | $41,000 | -85.6% | 254 | -86.9% | 0.00% | – |
| Q3 2021 | $284,000 | +0.4% | 1,942 | 0.0% | 0.00% | – |
| Q2 2021 | $283,000 | +188.8% | 1,942 | +153.5% | 0.00% | – |
| Q4 2020 | $98,000 | +263.0% | 766 | +226.0% | 0.00% | – |
| Q3 2020 | $27,000 | +35.0% | 235 | +17.5% | 0.00% | – |
| Q2 2020 | $20,000 | +185.7% | 200 | +100.0% | 0.00% | – |
| Q1 2020 | $7,000 | -94.0% | 100 | -93.8% | 0.00% | -100.0% |
| Q1 2018 | $116,000 | +3766.7% | 1,618 | +2389.2% | 0.01% | – |
| Q1 2016 | $3,000 | 0.0% | 65 | +18.2% | 0.00% | – |
| Q4 2014 | $3,000 | – | 55 | – | 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% |