SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 778 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.25 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $281,493 | +21.5% | 3,871 | +25.3% | 0.06% | +30.6% |
| Q2 2023 | $231,633 | +48.4% | 3,090 | +29.0% | 0.05% | +40.0% |
| Q1 2023 | $156,085 | -2.9% | 2,395 | -17.3% | 0.04% | -10.3% |
| Q4 2022 | $160,821 | -0.7% | 2,895 | +0.0% | 0.04% | -11.4% |
| Q3 2022 | $162,000 | -3.6% | 2,894 | 0.0% | 0.04% | -4.3% |
| Q2 2022 | $168,000 | -22.2% | 2,894 | +0.0% | 0.05% | -11.5% |
| Q1 2022 | $216,000 | -8.9% | 2,893 | +99.9% | 0.05% | -11.9% |
| Q4 2021 | $237,000 | +42.8% | 1,447 | +0.1% | 0.06% | -50.8% |
| Q3 2021 | $166,000 | -21.3% | 1,446 | 0.0% | 0.12% | +100.0% |
| Q2 2021 | $211,000 | +12.2% | 1,446 | 0.0% | 0.06% | -15.5% |
| Q1 2021 | $188,000 | +1.1% | 1,446 | 0.0% | 0.07% | -37.7% |
| Q4 2020 | $186,000 | +12.0% | 1,446 | 0.0% | 0.11% | -5.0% |
| Q3 2020 | $166,000 | +12.9% | 1,446 | +0.1% | 0.12% | -0.8% |
| Q2 2020 | $147,000 | +96.0% | 1,445 | +52.9% | 0.12% | +59.2% |
| Q1 2020 | $75,000 | – | 945 | – | 0.08% | – |
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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% |