SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 872 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.22 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $54,813 | +17.3% | 841 | 0.0% | 0.04% | 0.0% |
| Q4 2022 | $46,730 | -0.6% | 841 | 0.0% | 0.04% | 0.0% |
| Q3 2022 | $47,000 | -4.1% | 841 | 0.0% | 0.04% | +2.9% |
| Q2 2022 | $49,000 | -22.2% | 841 | +0.1% | 0.03% | -8.1% |
| Q1 2022 | $63,000 | -8.7% | 840 | +100.0% | 0.04% | -2.6% |
| Q4 2021 | $69,000 | +11.3% | 420 | 0.0% | 0.04% | +2.7% |
| Q3 2021 | $62,000 | +1.6% | 420 | 0.0% | 0.04% | 0.0% |
| Q2 2021 | $61,000 | +10.9% | 420 | 0.0% | 0.04% | 0.0% |
| Q1 2021 | $55,000 | +1.9% | 420 | 0.0% | 0.04% | -5.1% |
| Q4 2020 | $54,000 | +12.5% | 420 | 0.0% | 0.04% | -2.5% |
| Q3 2020 | $48,000 | +11.6% | 420 | 0.0% | 0.04% | 0.0% |
| Q2 2020 | $43,000 | +30.3% | 420 | 0.0% | 0.04% | +5.3% |
| Q1 2020 | $33,000 | – | 420 | – | 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% |