SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 777 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.24 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,565,694 | -9.9% | 117,790 | -7.1% | 1.97% | -11.4% |
| Q2 2023 | $9,503,649 | -38.3% | 126,800 | -46.3% | 2.22% | -43.2% |
| Q1 2023 | $15,395,705 | -29.0% | 236,239 | -39.5% | 3.92% | -36.9% |
| Q4 2022 | $21,696,270 | -0.1% | 390,502 | +0.3% | 6.21% | -14.5% |
| Q3 2022 | $21,725,000 | +5.0% | 389,268 | +9.1% | 7.26% | +6.8% |
| Q2 2022 | $20,688,000 | -16.0% | 356,745 | +8.4% | 6.79% | -4.4% |
| Q1 2022 | $24,626,000 | +39.3% | 329,135 | +204.9% | 7.11% | +39.7% |
| Q4 2021 | $17,676,000 | – | 107,945 | – | 5.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Marquette Asset Management, LLC | 849,509 | $70,688,000 | 23.88% |
| APPLETON GROUP, LLC | 248,749 | $20,698,000 | 23.10% |
| Avantax Planning Partners, Inc. | 3,957,211 | $333,712,000 | 21.59% |
| Fund Evaluation Group, LLC | 1,378,707 | $114,722,000 | 19.35% |
| Reitz Capital Advisors LLC | 203,482 | $16,932,000 | 19.09% |
| Roof Advisory Group, Inc. | 303,965 | $25,292,000 | 14.71% |
| Mokosak Advisory Group, LLC | 233,547 | $19,461,000 | 13.14% |
| COLTON GROOME FINANCIAL ADVISORS, LLC | 196,482 | $16,349,000 | 13.10% |
| HHM Wealth Advisors, LLC | 262,104 | $21,810,000 | 12.86% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 119,104 | $9,910,000 | 12.78% |