SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 777 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.24 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $477,852 | -5.5% | 6,571 | -2.6% | 0.07% | -13.3% |
| Q2 2023 | $505,613 | +16.6% | 6,746 | +1.4% | 0.08% | -20.2% |
| Q1 2023 | $433,772 | -4.9% | 6,656 | -18.9% | 0.10% | -14.0% |
| Q4 2022 | $456,259 | -38.8% | 8,212 | -38.6% | 0.12% | -46.2% |
| Q3 2022 | $746,000 | -3.5% | 13,364 | +0.2% | 0.22% | -0.4% |
| Q2 2022 | $773,000 | -22.4% | 13,334 | +0.2% | 0.23% | -21.5% |
| Q1 2022 | $996,000 | – | 13,312 | – | 0.29% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Marquette Asset Management, LLC | 849,509 | $70,688,000 | 23.88% |
| APPLETON GROUP, LLC | 248,749 | $20,698,000 | 23.10% |
| Avantax Planning Partners, Inc. | 3,957,211 | $333,712,000 | 21.59% |
| Fund Evaluation Group, LLC | 1,378,707 | $114,722,000 | 19.35% |
| Reitz Capital Advisors LLC | 203,482 | $16,932,000 | 19.09% |
| Roof Advisory Group, Inc. | 303,965 | $25,292,000 | 14.71% |
| Mokosak Advisory Group, LLC | 233,547 | $19,461,000 | 13.14% |
| COLTON GROOME FINANCIAL ADVISORS, LLC | 196,482 | $16,349,000 | 13.10% |
| HHM Wealth Advisors, LLC | 262,104 | $21,810,000 | 12.86% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 119,104 | $9,910,000 | 12.78% |