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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $409,482 | -3.0% | 5,631 | 0.0% | 0.03% | -2.9% |
| Q2 2023 | $422,039 | +15.0% | 5,631 | 0.0% | 0.03% | +6.2% |
| Q1 2023 | $366,968 | +17.3% | 5,631 | 0.0% | 0.03% | +18.5% |
| Q4 2022 | $312,853 | -2.5% | 5,631 | -2.0% | 0.03% | -15.6% |
| Q3 2022 | $321,000 | -3.6% | 5,747 | 0.0% | 0.03% | -3.0% |
| Q2 2022 | $333,000 | -22.6% | 5,747 | 0.0% | 0.03% | -10.8% |
| Q1 2022 | $430,000 | -12.1% | 5,747 | +92.3% | 0.04% | -11.9% |
| Q4 2021 | $489,000 | +10.4% | 2,989 | 0.0% | 0.04% | +2.4% |
| Q3 2021 | $443,000 | -2.6% | 2,989 | -4.1% | 0.04% | -6.8% |
| Q2 2021 | $455,000 | -1.3% | 3,118 | -12.3% | 0.04% | -8.3% |
| Q1 2021 | $461,000 | -0.2% | 3,556 | -1.2% | 0.05% | -9.4% |
| Q4 2020 | $462,000 | +11.3% | 3,601 | 0.0% | 0.05% | -5.4% |
| Q3 2020 | $415,000 | +4.0% | 3,601 | -8.4% | 0.06% | -8.2% |
| Q2 2020 | $399,000 | +23.1% | 3,933 | -3.4% | 0.06% | -7.6% |
| Q1 2020 | $324,000 | +58.8% | 4,072 | +85.3% | 0.07% | +100.0% |
| Q4 2019 | $204,000 | – | 2,197 | – | 0.03% | – |
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% |