SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 841 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.26 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $458 | -99.9% | 8,240 | +1.5% | 0.12% | -6.8% |
| Q3 2022 | $453,000 | -3.8% | 8,120 | -0.1% | 0.13% | +0.8% |
| Q2 2022 | $471,000 | -21.0% | 8,130 | +2.0% | 0.13% | -5.1% |
| Q1 2022 | $596,000 | -3.9% | 7,968 | +110.6% | 0.14% | +2.2% |
| Q4 2021 | $620,000 | +9.7% | 3,784 | -0.8% | 0.14% | 0.0% |
| Q3 2021 | $565,000 | +0.5% | 3,814 | -0.9% | 0.14% | +2.3% |
| Q2 2021 | $562,000 | +11.1% | 3,849 | -1.3% | 0.13% | +3.9% |
| Q1 2021 | $506,000 | +2.0% | 3,899 | +0.9% | 0.13% | -8.0% |
| Q4 2020 | $496,000 | +11.2% | 3,865 | -0.3% | 0.14% | 0.0% |
| Q3 2020 | $446,000 | +11.5% | 3,875 | -1.5% | 0.14% | +3.8% |
| Q2 2020 | $400,000 | +25.4% | 3,935 | -1.7% | 0.13% | +1.5% |
| Q1 2020 | $319,000 | -17.8% | 4,005 | -4.1% | 0.13% | +10.1% |
| Q4 2019 | $388,000 | +6.9% | 4,175 | -3.4% | 0.12% | 0.0% |
| Q3 2019 | $363,000 | +2.3% | 4,320 | +1.2% | 0.12% | +3.5% |
| Q2 2019 | $355,000 | +36.5% | 4,270 | +30.5% | 0.12% | +32.2% |
| Q1 2019 | $260,000 | +13.5% | 3,273 | -1.3% | 0.09% | +1.2% |
| Q4 2018 | $229,000 | -11.2% | 3,316 | +5.5% | 0.09% | +6.2% |
| Q3 2018 | $258,000 | +4.9% | 3,142 | -3.0% | 0.08% | -1.2% |
| Q2 2018 | $246,000 | +6.5% | 3,240 | +0.5% | 0.08% | +5.1% |
| Q1 2018 | $231,000 | – | 3,224 | – | 0.08% | – |
Download | ||||||
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% |