SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 778 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.25 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,659,953 | +36.5% | 119,086 | +40.7% | 1.01% | +39.7% |
| Q2 2023 | $6,344,963 | +53.9% | 84,656 | +33.8% | 0.72% | +48.9% |
| Q1 2023 | $4,123,306 | +67.8% | 63,270 | +43.1% | 0.49% | +58.1% |
| Q4 2022 | $2,457,006 | +65.3% | 44,223 | +66.1% | 0.31% | +53.2% |
| Q3 2022 | $1,486,000 | +136.2% | 26,622 | +145.5% | 0.20% | +145.1% |
| Q2 2022 | $629,000 | – | 10,846 | – | 0.08% | – |
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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% |