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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $14,568 | +15.2% | 194 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $12,651 | +17.5% | 194 | 0.0% | 0.00% | +100.0% |
| Q4 2022 | $10,771 | -75.5% | 194 | -75.5% | 0.00% | -83.3% |
| Q3 2022 | $44,000 | +300.0% | 793 | +310.9% | 0.01% | +500.0% |
| Q2 2022 | $11,000 | -21.4% | 193 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $14,000 | -12.5% | 193 | +99.0% | 0.00% | -50.0% |
| Q4 2021 | $16,000 | +14.3% | 97 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $14,000 | 0.0% | 97 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $14,000 | +7.7% | 97 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $13,000 | -91.5% | 97 | -91.9% | 0.00% | -90.9% |
| Q4 2020 | $153,000 | +10.1% | 1,194 | -0.9% | 0.02% | -4.3% |
| Q3 2020 | $139,000 | +13.9% | 1,205 | 0.0% | 0.02% | +9.5% |
| Q2 2020 | $122,000 | +40.2% | 1,205 | +9.8% | 0.02% | +16.7% |
| Q1 2020 | $87,000 | -9.4% | 1,097 | +5.8% | 0.02% | -28.0% |
| Q4 2019 | $96,000 | +10.3% | 1,037 | 0.0% | 0.02% | +13.6% |
| Q3 2019 | $87,000 | +1.2% | 1,037 | 0.0% | 0.02% | -4.3% |
| Q2 2019 | $86,000 | +43.3% | 1,037 | +19.2% | 0.02% | +9.5% |
| Q4 2018 | $60,000 | -28.6% | 870 | -15.2% | 0.02% | -22.2% |
| Q3 2018 | $84,000 | +7.7% | 1,026 | 0.0% | 0.03% | 0.0% |
| Q2 2018 | $78,000 | – | 1,026 | – | 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% |