SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 946 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.33 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,643,886 | +121.2% | 36,357 | +127.9% | 0.12% | +126.4% |
| Q2 2023 | $1,195,426 | +30.0% | 15,950 | +13.0% | 0.05% | +20.5% |
| Q1 2023 | $919,556 | +43.2% | 14,110 | +22.1% | 0.04% | -80.1% |
| Q4 2022 | $642,219 | -0.4% | 11,559 | +0.1% | 0.22% | +481.6% |
| Q3 2022 | $645,000 | -88.0% | 11,551 | -80.0% | 0.04% | -83.8% |
| Q4 2019 | $5,363,000 | +411.7% | 57,718 | +231.6% | 0.23% | +41.0% |
| Q1 2017 | $1,048,000 | – | 17,405 | – | 0.17% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Avantax Planning Partners, Inc. | 3,705,079 | $475,769,000 | 24.48% |
| Treybourne Wealth Planners, Inc. | 253,718 | $32,580,000 | 23.46% |
| Marquette Asset Management, LLC | 757,450 | $97,264,000 | 22.41% |
| Triton Wealth Management, PLLC | 256,008 | $32,646,000 | 20.78% |
| Reitz Capital Advisors LLC | 198,181 | $25,449,000 | 20.46% |
| Northern Capital Management, Inc. | 161,336 | $20,717,000 | 20.16% |
| Mokosak Advisory Group, LLC | 292,078 | $37,512,000 | 17.92% |
| APPLETON GROUP, LLC | 142,386 | $18,284,000 | 17.84% |
| Fund Evaluation Group, LLC | 1,058,546 | $135,928,000 | 15.98% |
| Reby Advisors, LLC | 401,465 | $51,552,000 | 13.50% |