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 | $6,099,439 | -3.8% | 83,876 | -0.8% | 3.44% | +6.2% |
| Q2 2023 | $6,338,444 | +0.8% | 84,569 | -12.4% | 3.24% | -2.6% |
| Q1 2023 | $6,288,241 | +20.0% | 96,490 | +2.3% | 3.33% | +20.4% |
| Q4 2022 | $5,241,950 | +71.6% | 94,348 | +72.4% | 2.76% | +49.7% |
| Q3 2022 | $3,055,000 | +1.1% | 54,737 | +5.0% | 1.85% | +11.3% |
| Q2 2022 | $3,023,000 | -16.0% | 52,123 | +8.4% | 1.66% | +2.3% |
| Q1 2022 | $3,597,000 | -2.1% | 48,078 | +114.2% | 1.62% | -5.8% |
| Q4 2021 | $3,676,000 | +5.6% | 22,447 | -4.5% | 1.72% | -8.6% |
| Q3 2021 | $3,481,000 | -4.1% | 23,505 | -5.5% | 1.88% | -0.7% |
| Q2 2021 | $3,630,000 | +7.8% | 24,873 | -4.1% | 1.90% | -3.6% |
| Q1 2021 | $3,366,000 | -10.0% | 25,937 | -11.0% | 1.97% | -18.3% |
| Q4 2020 | $3,741,000 | +0.8% | 29,133 | -9.6% | 2.41% | -12.8% |
| Q3 2020 | $3,713,000 | +4.5% | 32,238 | -7.9% | 2.76% | -12.8% |
| Q2 2020 | $3,553,000 | +15.0% | 34,992 | +5.2% | 3.16% | +2.1% |
| Q4 2019 | $3,090,000 | – | 33,252 | – | 3.10% | – |
Download | ||||||
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% |