SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 829 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.75 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,608,510 | +4.5% | 22,119 | +7.7% | 0.07% | -1.4% |
| Q2 2023 | $1,539,488 | +34.0% | 20,540 | +16.5% | 0.07% | +37.7% |
| Q1 2023 | $1,148,958 | +84.4% | 17,630 | +57.2% | 0.05% | +82.8% |
| Q4 2022 | $623,224 | +46.0% | 11,217 | +46.7% | 0.03% | +31.8% |
| Q3 2022 | $427,000 | -3.6% | 7,646 | 0.0% | 0.02% | +15.8% |
| Q2 2022 | $443,000 | -32.6% | 7,646 | -12.9% | 0.02% | -20.8% |
| Q1 2022 | $657,000 | -6.8% | 8,780 | +103.8% | 0.02% | -14.3% |
| Q4 2021 | $705,000 | +16.9% | 4,308 | +5.9% | 0.03% | +7.7% |
| Q3 2021 | $603,000 | – | 4,069 | – | 0.03% | – |
Download | ||||||
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% |