SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 841 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.26 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $3,571,886 | -0.6% | 64,289 | -0.1% | 2.94% | -2.9% |
| Q3 2022 | $3,593,000 | -3.5% | 64,378 | -0.3% | 3.03% | +1.3% |
| Q2 2022 | $3,722,000 | -24.2% | 64,542 | -1.7% | 2.99% | +2.0% |
| Q1 2022 | $4,912,000 | -17.3% | 65,649 | +81.0% | 2.93% | -7.7% |
| Q4 2021 | $5,940,000 | +10.8% | 36,273 | +0.2% | 3.18% | -0.6% |
| Q3 2021 | $5,362,000 | -3.0% | 36,208 | -4.4% | 3.20% | -2.8% |
| Q2 2021 | $5,526,000 | +7.7% | 37,860 | -3.7% | 3.29% | -0.5% |
| Q1 2021 | $5,129,000 | -4.0% | 39,311 | -5.6% | 3.31% | -12.9% |
| Q4 2020 | $5,344,000 | +27.5% | 41,626 | +14.4% | 3.80% | -9.6% |
| Q3 2020 | $4,190,000 | +3.2% | 36,380 | -28.4% | 4.20% | -12.1% |
| Q1 2020 | $4,061,000 | +3.5% | 50,841 | +20.4% | 4.78% | +30.1% |
| Q4 2019 | $3,922,000 | – | 42,210 | – | 3.67% | – |
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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% |