SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 880 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 2024 | $541,612 | +12.0% | 5,841 | +0.2% | 0.32% | +5.9% |
| Q4 2023 | $483,503 | +23.2% | 5,828 | +8.0% | 0.31% | +10.0% |
| Q3 2023 | $392,296 | +4.7% | 5,395 | +7.9% | 0.28% | +7.3% |
| Q2 2023 | $374,794 | +18.7% | 5,001 | +3.2% | 0.26% | -18.0% |
| Q1 2023 | $315,667 | +43.8% | 4,844 | +22.6% | 0.32% | +38.4% |
| Q4 2022 | $219,498 | -15.9% | 3,951 | +13.1% | 0.23% | -23.7% |
| Q1 2022 | $261,000 | -8.4% | 3,493 | +100.6% | 0.30% | -8.0% |
| Q4 2021 | $285,000 | +36.4% | 1,741 | +23.5% | 0.33% | +82.1% |
| Q3 2021 | $209,000 | -1.9% | 1,410 | -3.6% | 0.18% | -2.7% |
| Q2 2021 | $213,000 | – | 1,462 | – | 0.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Triton Wealth Management, PLLC | 266,640 | $40,571,000 | 23.18% |
| Treybourne Wealth Planners, Inc. | 245,977 | $35,903,000 | 22.22% |
| Avantax Planning Partners, Inc. | 3,211,015 | $468,680,000 | 21.98% |
| Northern Capital Management, Inc. | 167,998 | $24,521,000 | 20.83% |
| Marquette Asset Management, LLC | 615,828 | $89,886,000 | 19.79% |
| Fund Evaluation Group, LLC | 1,362,748 | $198,907,000 | 19.20% |
| APPLETON GROUP, LLC | 162,960 | $23,786,000 | 18.26% |
| Mokosak Advisory Group, LLC | 281,257 | $41,065,000 | 17.25% |
| Reitz Capital Advisors LLC | 150,114 | $21,911,000 | 15.46% |
| Advisory Services & Investments, LLC | 141,715 | $20,685,000 | 15.07% |