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 | $759,489 | -2.0% | 10,444 | +1.0% | 0.27% | +2.6% |
| Q2 2023 | $774,742 | +3.1% | 10,337 | -10.3% | 0.27% | -5.0% |
| Q1 2023 | $751,422 | +27.4% | 11,530 | +8.6% | 0.28% | +13.8% |
| Q4 2022 | $589,821 | +2084.5% | 10,616 | +3078.4% | 0.25% | +1135.0% |
| Q3 2018 | $27,000 | +8.0% | 334 | 0.0% | 0.02% | -9.1% |
| Q2 2018 | $25,000 | +1150.0% | 334 | +943.8% | 0.02% | +1000.0% |
| Q4 2017 | $2,000 | – | 32 | – | 0.00% | – |
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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% |