SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 841 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.26 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,467,974 | -7.2% | 75,192 | -4.4% | 0.84% | -2.6% |
| Q2 2023 | $5,894,711 | +13.7% | 78,649 | -1.2% | 0.86% | +6.9% |
| Q1 2023 | $5,186,404 | +14.7% | 79,583 | -2.2% | 0.80% | +8.8% |
| Q4 2022 | $4,521,268 | -3.4% | 81,376 | -3.0% | 0.74% | -14.5% |
| Q3 2022 | $4,680,000 | -4.1% | 83,858 | -0.3% | 0.86% | +15.2% |
| Q2 2022 | $4,878,000 | -24.0% | 84,117 | -1.9% | 0.75% | -13.6% |
| Q1 2022 | $6,415,000 | -11.0% | 85,733 | +94.7% | 0.87% | -8.3% |
| Q4 2021 | $7,209,000 | – | 44,027 | – | 0.94% | – |
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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% |