SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 872 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.22 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $883,383 | -4.2% | 12,148 | -1.2% | 0.37% | -1.3% |
| Q2 2023 | $921,975 | +4.9% | 12,301 | -8.8% | 0.38% | +2.4% |
| Q1 2023 | $878,594 | +13.5% | 13,482 | -3.2% | 0.37% | +8.8% |
| Q4 2022 | $774,198 | -19.9% | 13,934 | -19.6% | 0.34% | -26.0% |
| Q3 2022 | $967,000 | -10.7% | 17,321 | -7.3% | 0.46% | -9.1% |
| Q2 2022 | $1,083,000 | -41.6% | 18,680 | +65.0% | 0.50% | -39.4% |
| Q1 2022 | $1,854,000 | 0.0% | 11,320 | 0.0% | 0.83% | 0.0% |
| Q4 2021 | $1,854,000 | +2.9% | 11,320 | -6.9% | 0.83% | -17.9% |
| Q3 2021 | $1,801,000 | -1.3% | 12,163 | -2.7% | 1.01% | -4.9% |
| Q2 2021 | $1,825,000 | -8.1% | 12,501 | -12.8% | 1.06% | -17.4% |
| Q1 2021 | $1,985,000 | -65.0% | 14,331 | -67.5% | 1.29% | -73.6% |
| Q4 2020 | $5,673,000 | – | 44,149 | – | 4.88% | – |
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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% |