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 | $335,304 | -6.7% | 4,611 | -3.9% | 0.16% | -0.6% |
| Q2 2023 | $359,483 | +17.2% | 4,796 | +1.9% | 0.16% | +16.2% |
| Q1 2023 | $306,677 | +18.1% | 4,706 | +0.7% | 0.14% | +6.0% |
| Q4 2022 | $259,585 | +18.5% | 4,673 | +18.9% | 0.13% | +18.6% |
| Q3 2022 | $219,000 | -14.1% | 3,930 | -10.5% | 0.11% | -8.1% |
| Q2 2022 | $255,000 | -33.1% | 4,389 | -13.8% | 0.12% | -25.5% |
| Q1 2022 | $381,000 | -19.3% | 5,090 | +76.7% | 0.16% | -21.1% |
| Q4 2021 | $472,000 | -14.2% | 2,881 | -22.5% | 0.21% | -20.2% |
| Q3 2021 | $550,000 | -30.5% | 3,716 | -31.4% | 0.26% | -31.4% |
| Q2 2021 | $791,000 | -17.8% | 5,418 | -26.9% | 0.38% | -21.9% |
| Q1 2021 | $962,000 | +4.8% | 7,411 | +3.6% | 0.49% | -1.4% |
| Q4 2020 | $918,000 | +8.5% | 7,152 | -2.7% | 0.50% | -3.7% |
| Q3 2020 | $846,000 | -0.2% | 7,347 | -12.0% | 0.52% | -5.7% |
| Q2 2020 | $848,000 | +22.5% | 8,348 | -3.9% | 0.55% | +4.2% |
| Q1 2020 | $692,000 | -25.8% | 8,684 | -13.4% | 0.52% | -14.4% |
| Q4 2019 | $932,000 | +16.1% | 10,031 | +4.9% | 0.61% | +8.7% |
| Q3 2019 | $803,000 | +3.6% | 9,564 | +2.6% | 0.56% | -1.6% |
| Q2 2019 | $775,000 | +41.4% | 9,320 | +35.0% | 0.57% | +41.6% |
| Q1 2019 | $548,000 | – | 6,902 | – | 0.40% | – |
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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% |