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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $473,984 | +20.3% | 6,324 | +4.2% | 0.44% | +20.3% |
| Q1 2023 | $394,045 | +29.2% | 6,069 | +10.6% | 0.36% | +32.2% |
| Q4 2022 | $304,878 | -0.4% | 5,487 | 0.0% | 0.28% | -0.7% |
| Q3 2022 | $306,000 | -3.8% | 5,487 | 0.0% | 0.28% | +5.3% |
| Q2 2022 | $318,000 | +0.3% | 5,487 | +29.3% | 0.26% | +16.8% |
| Q1 2022 | $317,000 | -4.8% | 4,242 | +100.0% | 0.23% | -1.7% |
| Q4 2021 | $333,000 | -7.2% | 2,121 | -11.6% | 0.23% | -9.4% |
| Q3 2021 | $359,000 | -1.4% | 2,400 | -1.6% | 0.25% | -5.6% |
| Q2 2021 | $364,000 | +8.3% | 2,439 | 0.0% | 0.27% | +7.6% |
| Q1 2021 | $336,000 | +479.3% | 2,439 | +236.4% | 0.25% | +267.6% |
| Q1 2020 | $58,000 | – | 725 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Avantax Planning Partners, Inc. | 3,705,079 | $475,769,000 | 24.48% |
| Treybourne Wealth Planners, Inc. | 253,718 | $32,580,000 | 23.46% |
| Marquette Asset Management, LLC | 757,450 | $97,264,000 | 22.41% |
| Triton Wealth Management, PLLC | 256,008 | $32,646,000 | 20.78% |
| Reitz Capital Advisors LLC | 198,181 | $25,449,000 | 20.46% |
| Northern Capital Management, Inc. | 161,336 | $20,717,000 | 20.16% |
| Mokosak Advisory Group, LLC | 292,078 | $37,512,000 | 17.92% |
| APPLETON GROUP, LLC | 142,386 | $18,284,000 | 17.84% |
| Fund Evaluation Group, LLC | 1,058,546 | $135,928,000 | 15.98% |
| Reby Advisors, LLC | 401,465 | $51,552,000 | 13.50% |