SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 829 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.75 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $72,720 | -3.0% | 1,000 | 0.0% | 0.03% | -6.1% |
| Q2 2023 | $74,950 | +15.0% | 1,000 | 0.0% | 0.03% | +6.5% |
| Q1 2023 | $65,170 | +1.3% | 1,000 | -13.6% | 0.03% | -8.8% |
| Q4 2022 | $64,338 | -1.0% | 1,158 | 0.0% | 0.03% | 0.0% |
| Q3 2022 | $65,000 | -47.2% | 1,158 | -45.4% | 0.03% | -43.3% |
| Q2 2022 | $123,000 | -49.8% | 2,122 | -35.1% | 0.06% | -40.6% |
| Q1 2022 | $245,000 | -23.0% | 3,270 | +68.4% | 0.10% | -21.7% |
| Q4 2021 | $318,000 | +7.1% | 1,942 | -3.4% | 0.13% | -5.1% |
| Q3 2021 | $297,000 | +6.1% | 2,010 | +4.4% | 0.14% | -8.1% |
| Q2 2021 | $280,000 | +12.4% | 1,925 | 0.0% | 0.15% | +0.7% |
| Q1 2021 | $249,000 | -11.1% | 1,925 | -12.0% | 0.15% | -23.8% |
| Q4 2020 | $280,000 | -19.1% | 2,188 | -27.3% | 0.19% | -26.9% |
| Q3 2020 | $346,000 | -6.7% | 3,008 | -17.9% | 0.26% | -11.7% |
| Q2 2020 | $371,000 | -0.5% | 3,663 | -21.8% | 0.30% | -12.8% |
| Q1 2020 | $373,000 | -40.4% | 4,683 | -30.5% | 0.34% | -14.7% |
| Q4 2019 | $626,000 | – | 6,740 | – | 0.40% | – |
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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% |