SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 872 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.22 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $346,874 | -6.6% | 4,770 | -3.7% | 0.01% | 0.0% |
| Q2 2023 | $371,377 | +61.5% | 4,955 | +40.4% | 0.01% | +50.0% |
| Q1 2023 | $229,941 | +12.6% | 3,528 | -4.0% | 0.01% | 0.0% |
| Q4 2022 | $204,127 | -6.4% | 3,674 | -6.1% | 0.01% | +20.0% |
| Q3 2022 | $218,000 | -4.0% | 3,912 | -0.1% | 0.01% | -16.7% |
| Q2 2022 | $227,000 | -11.7% | 3,917 | +13.9% | 0.01% | 0.0% |
| Q1 2022 | $257,000 | -11.1% | 3,440 | +94.7% | 0.01% | -33.3% |
| Q4 2021 | $289,000 | -35.5% | 1,767 | -41.6% | 0.01% | -25.0% |
| Q3 2021 | $448,000 | +8.7% | 3,028 | +7.1% | 0.01% | 0.0% |
| Q2 2021 | $412,000 | +7.9% | 2,826 | -4.1% | 0.01% | -14.3% |
| Q1 2021 | $382,000 | +257.0% | 2,946 | +251.1% | 0.01% | +180.0% |
| Q4 2020 | $107,000 | +11.5% | 839 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $96,000 | +12.9% | 839 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $85,000 | +77.1% | 839 | +37.8% | 0.01% | +25.0% |
| Q1 2020 | $48,000 | -14.3% | 609 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $56,000 | +460.0% | 609 | +372.1% | 0.00% | +300.0% |
| Q3 2019 | $10,000 | – | 129 | – | 0.00% | – |
Download | ||||||
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% |