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 | $582 | -97.4% | 8 | -97.3% | 0.00% | -95.6% |
| Q2 2023 | $22,335 | -87.5% | 298 | -89.2% | 0.09% | -38.5% |
| Q1 2023 | $179,348 | +15.4% | 2,752 | -1.6% | 0.15% | +6.5% |
| Q4 2022 | $155,401 | -1.6% | 2,797 | -1.3% | 0.14% | -5.4% |
| Q3 2022 | $158,000 | -4.8% | 2,833 | -1.3% | 0.15% | -3.3% |
| Q2 2022 | $166,000 | -46.5% | 2,870 | -29.7% | 0.15% | -34.2% |
| Q1 2022 | $310,000 | +10233.3% | 4,084 | +19347.6% | 0.23% | – |
| Q4 2021 | $3,000 | 0.0% | 21 | 0.0% | 0.00% | -100.0% |
| Q3 2021 | $3,000 | -25.0% | 21 | -30.0% | 0.00% | 0.0% |
| Q2 2021 | $4,000 | 0.0% | 30 | 0.0% | 0.00% | -25.0% |
| Q1 2021 | $4,000 | 0.0% | 30 | 0.0% | 0.00% | +33.3% |
| Q4 2020 | $4,000 | +33.3% | 30 | +3.4% | 0.00% | -25.0% |
| Q3 2020 | $3,000 | +50.0% | 29 | +70.6% | 0.00% | +33.3% |
| Q2 2020 | $2,000 | +100.0% | 17 | 0.0% | 0.00% | +200.0% |
| Q1 2020 | $1,000 | -98.1% | 17 | -97.0% | 0.00% | -98.6% |
| Q4 2019 | $53,000 | – | 566 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Triton Wealth Management, PLLC | 304,529 | $47,423,000 | 22.60% |
| Avantax Planning Partners, Inc. | 3,223,233 | $477,329,000 | 22.02% |
| APPLETON GROUP, LLC | 167,449 | $24,798,000 | 21.34% |
| Northern Capital Management, Inc. | 166,533 | $24,662,000 | 21.08% |
| Marquette Asset Management, LLC | 597,717 | $88,516,000 | 19.90% |
| Mokosak Advisory Group, LLC | 285,304 | $42,254,000 | 17.52% |
| Fund Evaluation Group, LLC | 1,113,800 | $164,943,000 | 17.31% |
| Legacy Financial Strategies, LLC | 210,289 | $31,142,000 | 14.65% |
| Alpha Omega Group, Inc. | 91,285 | $13,518,000 | 14.47% |
| Reitz Capital Advisors LLC | 129,115 | $19,120,000 | 14.32% |