SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 946 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.33 and the average weighting 1.2%.
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% | – |
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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% |