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 | $42,759 | -3.0% | 588 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $44,071 | -10.1% | 588 | -21.8% | 0.01% | -35.7% |
| Q1 2023 | $49,008 | -28.4% | 752 | -39.0% | 0.01% | -33.3% |
| Q4 2022 | $68,453 | -54.7% | 1,232 | -52.6% | 0.02% | -48.8% |
| Q2 2022 | $151,000 | -0.7% | 2,601 | +28.4% | 0.04% | +5.1% |
| Q1 2022 | $152,000 | -0.7% | 2,026 | +116.9% | 0.04% | +5.4% |
| Q4 2021 | $153,000 | +255.8% | 934 | +219.9% | 0.04% | +105.6% |
| Q3 2021 | $43,000 | -4.4% | 292 | -4.3% | 0.02% | +38.5% |
| Q2 2021 | $45,000 | -38.4% | 305 | -45.8% | 0.01% | -48.0% |
| Q1 2021 | $73,000 | +58.7% | 563 | +56.0% | 0.02% | -28.6% |
| Q4 2020 | $46,000 | – | 361 | – | 0.04% | – |
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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% |