SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 674 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 0.56 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,276,488 | -13.5% | 17,553 | -10.8% | 0.03% | +3.7% |
| Q2 2023 | $1,475,045 | -33.7% | 19,680 | -42.4% | 0.03% | -12.9% |
| Q1 2023 | $2,224,770 | +117.4% | 34,138 | +85.4% | 0.03% | +121.4% |
| Q4 2022 | $1,023,206 | -68.0% | 18,416 | -67.9% | 0.01% | -70.2% |
| Q3 2022 | $3,198,000 | +506.8% | 57,310 | +530.8% | 0.05% | +487.5% |
| Q2 2022 | $527,000 | +542.7% | 9,086 | +726.0% | 0.01% | +700.0% |
| Q1 2022 | $82,000 | -81.1% | 1,100 | -67.1% | 0.00% | -83.3% |
| Q1 2021 | $434,000 | +1.2% | 3,341 | +0.1% | 0.01% | 0.0% |
| Q4 2020 | $429,000 | +24.0% | 3,338 | +11.1% | 0.01% | 0.0% |
| Q3 2020 | $346,000 | – | 3,005 | – | 0.01% | – |
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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% |