SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 777 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.24 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $527,879 | -6.2% | 7,371 | -1.8% | 0.13% | +17.9% |
| Q2 2023 | $562,832 | +32.4% | 7,509 | +15.2% | 0.11% | +24.4% |
| Q1 2023 | $424,989 | +17.3% | 6,521 | 0.0% | 0.09% | +9.8% |
| Q4 2022 | $362,320 | -0.5% | 6,521 | 0.0% | 0.08% | -10.9% |
| Q3 2022 | $364,000 | -3.7% | 6,521 | 0.0% | 0.09% | -2.1% |
| Q2 2022 | $378,000 | -22.5% | 6,521 | 0.0% | 0.09% | -13.0% |
| Q1 2022 | $488,000 | -24.2% | 6,521 | +65.8% | 0.11% | -22.9% |
| Q4 2021 | $644,000 | +6.3% | 3,933 | -4.0% | 0.14% | -0.7% |
| Q3 2021 | $606,000 | +2.0% | 4,096 | +0.6% | 0.14% | +7.6% |
| Q2 2021 | $594,000 | +12.5% | 4,071 | 0.0% | 0.13% | +2.3% |
| Q1 2021 | $528,000 | +1.0% | 4,071 | 0.0% | 0.13% | -9.2% |
| Q4 2020 | $523,000 | +11.5% | 4,071 | 0.0% | 0.14% | -10.8% |
| Q3 2020 | $469,000 | +13.6% | 4,071 | 0.0% | 0.16% | -3.1% |
| Q2 2020 | $413,000 | +27.5% | 4,071 | 0.0% | 0.16% | -6.9% |
| Q1 2020 | $324,000 | – | 4,071 | – | 0.18% | – |
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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% |