SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 777 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.24 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $1,325,000 | -13.8% | 17,721 | +88.7% | 0.23% | +5.0% |
| Q4 2021 | $1,537,000 | +0.9% | 9,389 | -8.8% | 0.22% | -33.2% |
| Q3 2021 | $1,524,000 | -9.1% | 10,294 | -10.3% | 0.33% | -24.8% |
| Q2 2021 | $1,676,000 | +8.6% | 11,482 | -3.4% | 0.44% | -2.7% |
| Q1 2021 | $1,543,000 | -10.4% | 11,889 | -10.9% | 0.45% | -10.0% |
| Q4 2020 | $1,722,000 | -60.0% | 13,338 | -63.9% | 0.50% | -65.5% |
| Q3 2020 | $4,309,000 | +105.6% | 36,929 | +91.5% | 1.44% | +84.8% |
| Q2 2020 | $2,096,000 | +42.9% | 19,282 | +10.6% | 0.78% | +22.4% |
| Q1 2020 | $1,467,000 | -45.6% | 17,431 | -40.0% | 0.64% | -32.0% |
| Q4 2019 | $2,698,000 | +43.3% | 29,040 | +29.6% | 0.94% | +33.1% |
| Q3 2019 | $1,883,000 | +671.7% | 22,412 | +507.5% | 0.71% | +566.0% |
| Q3 2017 | $244,000 | +5.2% | 3,689 | +0.6% | 0.11% | 0.0% |
| Q2 2017 | $232,000 | -99.9% | 3,667 | -23.0% | 0.11% | -35.8% |
| Q4 2015 | $251,593,000 | +119706.2% | 4,762 | +13.3% | 0.16% | +13.0% |
| Q3 2015 | $210,000 | – | 4,204 | – | 0.15% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Triton Wealth Management, PLLC | 241,902 | $26,005,000 | 26.92% |
| Marquette Asset Management, LLC | 753,967 | $76,558,000 | 24.96% |
| Avantax Planning Partners, Inc. | 4,280,749 | $434,667,000 | 24.55% |
| Reitz Capital Advisors LLC | 164,163 | $16,669,000 | 21.17% |
| APPLETON GROUP, LLC | 157,009 | $15,943,000 | 19.19% |
| Mokosak Advisory Group, LLC | 292,495 | $29,710,000 | 18.14% |
| Fund Evaluation Group, LLC | 1,169,436 | $118,745,000 | 16.45% |
| HHM Wealth Advisors, LLC | 299,395 | $30,401,000 | 12.70% |
| Kelman-Lazarov, Inc. | 259,277 | $26,327,000 | 12.20% |
| Legacy Wealth Management, Inc | 698,612 | $70,937,000 | 11.58% |