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 | $57,611 | +70.2% | 792 | +75.2% | 0.05% | +92.0% |
| Q2 2023 | $33,856 | +15.1% | 452 | +0.2% | 0.02% | +8.7% |
| Q1 2023 | $29,403 | +17.5% | 451 | 0.0% | 0.02% | +21.1% |
| Q4 2022 | $25,033 | +0.1% | 451 | +0.2% | 0.02% | -9.5% |
| Q3 2022 | $25,000 | 0.0% | 450 | +6.1% | 0.02% | +5.0% |
| Q2 2022 | $25,000 | -21.9% | 424 | 0.0% | 0.02% | -4.8% |
| Q1 2022 | $32,000 | -8.6% | 424 | +100.0% | 0.02% | -4.5% |
| Q4 2021 | $35,000 | +12.9% | 212 | +0.5% | 0.02% | -4.3% |
| Q3 2021 | $31,000 | 0.0% | 211 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $31,000 | +14.8% | 211 | 0.0% | 0.02% | +4.5% |
| Q1 2021 | $27,000 | 0.0% | 211 | 0.0% | 0.02% | -4.3% |
| Q4 2020 | $27,000 | +12.5% | 211 | +0.5% | 0.02% | +4.5% |
| Q3 2020 | $24,000 | +14.3% | 210 | 0.0% | 0.02% | -4.3% |
| Q2 2020 | $21,000 | +31.2% | 210 | 0.0% | 0.02% | +21.1% |
| Q1 2020 | $16,000 | -15.8% | 210 | +0.5% | 0.02% | -5.0% |
| Q4 2019 | $19,000 | – | 209 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Triton Wealth Management, PLLC | 304,529 | $47,423,000 | 22.60% |
| Avantax Planning Partners, Inc. | 3,223,233 | $477,329,000 | 22.02% |
| APPLETON GROUP, LLC | 167,449 | $24,798,000 | 21.34% |
| Northern Capital Management, Inc. | 166,533 | $24,662,000 | 21.08% |
| Marquette Asset Management, LLC | 597,717 | $88,516,000 | 19.90% |
| Mokosak Advisory Group, LLC | 285,304 | $42,254,000 | 17.52% |
| Fund Evaluation Group, LLC | 1,113,800 | $164,943,000 | 17.31% |
| Legacy Financial Strategies, LLC | 210,289 | $31,142,000 | 14.65% |
| Alpha Omega Group, Inc. | 91,285 | $13,518,000 | 14.47% |
| Reitz Capital Advisors LLC | 129,115 | $19,120,000 | 14.32% |