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 | $47,810 | -2.9% | 657 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $49,253 | +15.1% | 657 | +0.2% | 0.01% | +16.7% |
| Q1 2023 | $42,806 | +17.4% | 656 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $36,475 | -1.4% | 656 | +0.2% | 0.01% | -25.0% |
| Q3 2022 | $37,000 | +12.1% | 655 | +13.9% | 0.01% | +33.3% |
| Q2 2022 | $33,000 | -23.3% | 575 | +0.2% | 0.01% | -25.0% |
| Q1 2022 | $43,000 | -8.5% | 574 | +100.0% | 0.01% | -11.1% |
| Q4 2021 | $47,000 | +9.3% | 287 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $43,000 | +2.4% | 287 | +0.3% | 0.01% | 0.0% |
| Q2 2021 | $42,000 | +23.5% | 286 | +7.9% | 0.01% | +12.5% |
| Q1 2021 | $34,000 | 0.0% | 265 | -0.4% | 0.01% | -11.1% |
| Q4 2020 | $34,000 | +17.2% | 266 | +4.3% | 0.01% | 0.0% |
| Q3 2020 | $29,000 | +16.0% | 255 | 0.0% | 0.01% | +12.5% |
| Q2 2020 | $25,000 | +25.0% | 255 | +4.1% | 0.01% | 0.0% |
| Q1 2020 | $20,000 | +42.9% | 245 | +58.1% | 0.01% | +14.3% |
| Q4 2019 | $14,000 | – | 155 | – | 0.01% | – |
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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% |