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 | $345,615 | -45.0% | 4,753 | -43.3% | 0.01% | -46.2% |
| Q2 2023 | $628,102 | +102.5% | 8,380 | +76.1% | 0.01% | +85.7% |
| Q1 2023 | $310,199 | +48.7% | 4,760 | +26.8% | 0.01% | +16.7% |
| Q4 2022 | $208,617 | -0.2% | 3,755 | +0.2% | 0.01% | 0.0% |
| Q3 2022 | $209,000 | -3.7% | 3,749 | +0.1% | 0.01% | -14.3% |
| Q2 2022 | $217,000 | -22.5% | 3,744 | +0.1% | 0.01% | 0.0% |
| Q1 2022 | $280,000 | -8.5% | 3,739 | +100.2% | 0.01% | 0.0% |
| Q4 2021 | $306,000 | +11.3% | 1,868 | +0.6% | 0.01% | 0.0% |
| Q3 2021 | $275,000 | +1.5% | 1,857 | +0.1% | 0.01% | -12.5% |
| Q2 2021 | $271,000 | +12.4% | 1,855 | +0.1% | 0.01% | -20.0% |
| Q1 2021 | $241,000 | +13.1% | 1,853 | +0.2% | 0.01% | -9.1% |
| Q3 2020 | $213,000 | – | 1,849 | – | 0.01% | – |
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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% |