SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 690 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.18 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $234,130 | -0.4% | 4,214 | +0.1% | 0.02% | 0.0% |
| Q3 2022 | $235,000 | -3.7% | 4,211 | 0.0% | 0.02% | -5.6% |
| Q2 2022 | $244,000 | -21.8% | 4,211 | +1.0% | 0.02% | 0.0% |
| Q1 2022 | $312,000 | -15.2% | 4,170 | +85.7% | 0.02% | -14.3% |
| Q4 2021 | $368,000 | +13.9% | 2,245 | +2.9% | 0.02% | 0.0% |
| Q3 2021 | $323,000 | -0.3% | 2,181 | -1.7% | 0.02% | -8.7% |
| Q2 2021 | $324,000 | +4.2% | 2,219 | -7.5% | 0.02% | -4.2% |
| Q1 2021 | $311,000 | -4.9% | 2,400 | -5.8% | 0.02% | -20.0% |
| Q4 2020 | $327,000 | +15.1% | 2,549 | +3.2% | 0.03% | 0.0% |
| Q3 2020 | $284,000 | +10.9% | 2,470 | -2.1% | 0.03% | -6.2% |
| Q2 2020 | $256,000 | +27.4% | 2,523 | 0.0% | 0.03% | 0.0% |
| Q1 2020 | $201,000 | -23.0% | 2,523 | -10.2% | 0.03% | -11.1% |
| Q4 2019 | $261,000 | – | 2,811 | – | 0.04% | – |
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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% |