SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 809 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.58 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $15,967 | -2.6% | 219,573 | +0.4% | 11.20% | +86.2% |
Q2 2023 | $16,386 | +15.6% | 218,623 | +0.6% | 6.02% | +25.7% |
Q1 2023 | $14,170 | +103.0% | 217,427 | +73.1% | 4.79% | +66.1% |
Q4 2022 | $6,979 | -99.9% | 125,608 | -0.1% | 2.88% | -50.2% |
Q3 2022 | $7,016,000 | +4.2% | 125,710 | +8.3% | 5.79% | +506.5% |
Q2 2022 | $6,732,000 | -16.4% | 116,086 | +7.9% | 0.95% | -82.4% |
Q1 2022 | $8,053,000 | +723.4% | 107,631 | +1702.0% | 5.41% | +629.5% |
Q4 2021 | $978,000 | – | 5,973 | – | 0.74% | – |
Download |
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% |