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 2022 | $34,064,000 | +180.4% | 610,354 | +191.4% | 0.95% | +180.0% |
| Q2 2022 | $12,148,000 | -19.2% | 209,480 | +4.2% | 0.34% | -4.5% |
| Q1 2022 | $15,037,000 | +13.8% | 200,970 | +149.2% | 0.36% | +5.6% |
| Q4 2021 | $13,208,000 | +93.1% | 80,658 | +74.6% | 0.34% | +65.2% |
| Q3 2021 | $6,840,000 | +124.4% | 46,191 | +121.2% | 0.20% | +88.9% |
| Q2 2021 | $3,048,000 | +118.0% | 20,881 | +93.8% | 0.11% | +54.3% |
| Q1 2021 | $1,398,000 | -4.4% | 10,772 | -5.5% | 0.07% | -35.8% |
| Q4 2020 | $1,463,000 | +31.9% | 11,395 | +18.4% | 0.11% | +9.0% |
| Q3 2020 | $1,109,000 | +5.8% | 9,626 | -6.7% | 0.10% | -36.7% |
| Q2 2020 | $1,048,000 | +15.9% | 10,319 | -3.0% | 0.16% | -39.2% |
| Q1 2020 | $904,000 | +195.4% | 10,637 | +223.3% | 0.26% | +98.5% |
| Q4 2019 | $306,000 | +34.8% | 3,290 | +21.5% | 0.13% | +18.0% |
| Q3 2019 | $227,000 | -14.7% | 2,708 | -15.2% | 0.11% | -26.0% |
| Q2 2019 | $266,000 | +23.7% | 3,192 | +17.7% | 0.15% | -11.8% |
| Q1 2019 | $215,000 | -3.2% | 2,711 | -15.8% | 0.17% | -23.8% |
| Q4 2018 | $222,000 | – | 3,219 | – | 0.22% | – |
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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% |