SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 829 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.75 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $51,447 | +18.0% | 707 | +21.5% | 0.01% | +20.0% |
| Q2 2023 | $43,611 | +36.5% | 582 | +18.8% | 0.01% | +25.0% |
| Q1 2023 | $31,951 | +94.3% | 490 | +65.5% | 0.00% | +100.0% |
| Q4 2022 | $16,446 | -3.3% | 296 | 0.0% | 0.00% | -33.3% |
| Q3 2022 | $17,000 | 0.0% | 296 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $17,000 | -22.7% | 296 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $22,000 | -18.5% | 296 | +82.7% | 0.00% | 0.0% |
| Q4 2021 | $27,000 | -50.0% | 162 | -75.3% | 0.00% | -87.5% |
| Q3 2018 | $54,000 | -90.2% | 655 | -93.4% | 0.02% | -70.0% |
| Q3 2016 | $549,000 | – | 9,891 | – | 0.08% | – |
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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% |