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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,095,900 | +183.2% | 193,838 | +191.9% | 0.71% | +195.0% |
| Q2 2023 | $4,977,775 | -5.0% | 66,415 | -17.4% | 0.24% | -25.5% |
| Q1 2023 | $5,242,349 | +15.6% | 80,441 | -1.4% | 0.32% | 0.0% |
| Q4 2022 | $4,533,065 | +0.0% | 81,589 | +0.5% | 0.32% | -13.7% |
| Q3 2022 | $4,532,000 | -4.0% | 81,210 | -0.3% | 0.37% | -5.1% |
| Q2 2022 | $4,723,000 | -23.9% | 81,447 | -1.8% | 0.39% | -10.9% |
| Q1 2022 | $6,205,000 | +24.4% | 82,931 | +164.3% | 0.44% | +18.2% |
| Q4 2021 | $4,989,000 | +14.4% | 31,382 | +6.5% | 0.37% | -37.6% |
| Q3 2021 | $4,362,000 | +6.6% | 29,453 | +5.1% | 0.60% | -18.3% |
| Q2 2021 | $4,092,000 | +15.1% | 28,033 | +2.3% | 0.73% | +6.6% |
| Q1 2021 | $3,556,000 | +360.0% | 27,402 | +355.0% | 0.69% | +228.7% |
| Q4 2020 | $773,000 | +19225.0% | 6,022 | +17105.7% | 0.21% | +10350.0% |
| Q2 2020 | $4,000 | – | 35 | – | 0.00% | – |
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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% |