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 | $675,569 | -3.0% | 9,290 | 0.0% | 0.19% | -2.6% |
| Q2 2023 | $696,286 | +15.0% | 9,290 | 0.0% | 0.19% | +2.1% |
| Q1 2023 | $605,429 | +19.9% | 9,290 | +2.2% | 0.19% | +5.1% |
| Q4 2022 | $504,874 | -2.0% | 9,087 | -1.5% | 0.18% | -14.0% |
| Q3 2022 | $515,000 | -0.8% | 9,228 | +3.0% | 0.21% | 0.0% |
| Q2 2022 | $519,000 | -31.7% | 8,955 | -11.8% | 0.21% | -28.6% |
| Q1 2022 | $760,000 | +7.0% | 10,152 | +83.6% | 0.29% | -38.2% |
| Q4 2020 | $710,000 | -36.7% | 5,530 | -43.2% | 0.47% | -41.0% |
| Q3 2020 | $1,121,000 | -7.8% | 9,733 | -18.7% | 0.80% | -32.3% |
| Q2 2020 | $1,216,000 | +54.7% | 11,972 | +21.4% | 1.17% | +17.9% |
| Q1 2020 | $786,000 | +161.1% | 9,862 | +204.1% | 1.00% | +348.6% |
| Q4 2019 | $301,000 | – | 3,243 | – | 0.22% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Avantax Planning Partners, Inc. | 3,705,079 | $475,769,000 | 24.48% |
| Treybourne Wealth Planners, Inc. | 253,718 | $32,580,000 | 23.46% |
| Marquette Asset Management, LLC | 757,450 | $97,264,000 | 22.41% |
| Triton Wealth Management, PLLC | 256,008 | $32,646,000 | 20.78% |
| Reitz Capital Advisors LLC | 198,181 | $25,449,000 | 20.46% |
| Northern Capital Management, Inc. | 161,336 | $20,717,000 | 20.16% |
| Mokosak Advisory Group, LLC | 292,078 | $37,512,000 | 17.92% |
| APPLETON GROUP, LLC | 142,386 | $18,284,000 | 17.84% |
| Fund Evaluation Group, LLC | 1,058,546 | $135,928,000 | 15.98% |
| Reby Advisors, LLC | 401,465 | $51,552,000 | 13.50% |