SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 809 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.58 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $276 | -3.2% | 3,800 | 0.0% | 0.06% | +1.8% |
| Q2 2023 | $285 | +14.9% | 3,800 | 0.0% | 0.06% | +10.0% |
| Q1 2023 | $248 | +17.5% | 3,800 | 0.0% | 0.05% | -7.4% |
| Q4 2022 | $211 | -99.9% | 3,800 | 0.0% | 0.05% | -14.3% |
| Q3 2022 | $212,000 | -3.6% | 3,800 | 0.0% | 0.06% | +1.6% |
| Q2 2022 | $220,000 | -38.7% | 3,800 | -20.8% | 0.06% | -34.0% |
| Q1 2022 | $359,000 | -15.9% | 4,800 | +84.3% | 0.09% | -27.7% |
| Q4 2021 | $427,000 | +10.6% | 2,605 | 0.0% | 0.13% | +0.8% |
| Q3 2021 | $386,000 | +1.6% | 2,605 | 0.0% | 0.13% | -2.3% |
| Q2 2021 | $380,000 | +12.4% | 2,605 | 0.0% | 0.13% | +1.5% |
| Q1 2021 | $338,000 | +0.9% | 2,605 | 0.0% | 0.13% | -5.1% |
| Q4 2020 | $335,000 | +11.7% | 2,605 | 0.0% | 0.14% | 0.0% |
| Q3 2020 | $300,000 | +8.3% | 2,605 | -4.6% | 0.14% | -4.9% |
| Q2 2020 | $277,000 | – | 2,730 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Triton Wealth Management, PLLC | 241,902 | $26,005,000 | 26.92% |
| Marquette Asset Management, LLC | 753,967 | $76,558,000 | 24.96% |
| Avantax Planning Partners, Inc. | 4,280,749 | $434,667,000 | 24.55% |
| Reitz Capital Advisors LLC | 164,163 | $16,669,000 | 21.17% |
| APPLETON GROUP, LLC | 157,009 | $15,943,000 | 19.19% |
| Mokosak Advisory Group, LLC | 292,495 | $29,710,000 | 18.14% |
| Fund Evaluation Group, LLC | 1,169,436 | $118,745,000 | 16.45% |
| HHM Wealth Advisors, LLC | 299,395 | $30,401,000 | 12.70% |
| Kelman-Lazarov, Inc. | 259,277 | $26,327,000 | 12.20% |
| Legacy Wealth Management, Inc | 698,612 | $70,937,000 | 11.58% |