SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 922 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.34 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,535,954 | +12.3% | 18,514 | -1.5% | 0.62% | +4.5% |
| Q3 2023 | $1,367,135 | -4.7% | 18,800 | -1.8% | 0.60% | -3.2% |
| Q2 2023 | $1,434,459 | +6.5% | 19,139 | -7.4% | 0.62% | -0.6% |
| Q1 2023 | $1,346,983 | +5.5% | 20,669 | -10.0% | 0.62% | +0.3% |
| Q4 2022 | $1,276,471 | -70.8% | 22,975 | -70.7% | 0.62% | -73.1% |
| Q3 2022 | $4,372,000 | +3.8% | 78,331 | +7.9% | 2.30% | +7.9% |
| Q2 2022 | $4,211,000 | -25.0% | 72,623 | -3.2% | 2.13% | -13.5% |
| Q1 2022 | $5,616,000 | -31.5% | 75,055 | +49.8% | 2.46% | -29.4% |
| Q4 2021 | $8,204,000 | +4.7% | 50,102 | -5.3% | 3.49% | +3.0% |
| Q3 2021 | $7,834,000 | -2.8% | 52,900 | -4.2% | 3.39% | 0.0% |
| Q2 2021 | $8,058,000 | +10.7% | 55,205 | -1.6% | 3.39% | +0.5% |
| Q1 2021 | $7,282,000 | +1.2% | 56,111 | +0.2% | 3.37% | -9.3% |
| Q4 2020 | $7,193,000 | +16.6% | 56,015 | +4.6% | 3.72% | +5.0% |
| Q3 2020 | $6,167,000 | +48.0% | 53,551 | +30.5% | 3.54% | +30.4% |
| Q2 2020 | $4,168,000 | – | 41,046 | – | 2.72% | – |
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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% |