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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $213,888 | -43.5% | 3,282 | -51.8% | 0.31% | -43.5% |
| Q4 2022 | $378,586 | -3.4% | 6,814 | -2.9% | 0.54% | +1.7% |
| Q3 2022 | $392,000 | -3.7% | 7,018 | 0.0% | 0.53% | +4.3% |
| Q2 2022 | $407,000 | -22.5% | 7,018 | 0.0% | 0.51% | +1.2% |
| Q1 2022 | $525,000 | -11.6% | 7,018 | +93.6% | 0.51% | +0.8% |
| Q4 2021 | $594,000 | +10.6% | 3,625 | 0.0% | 0.50% | +0.6% |
| Q3 2021 | $537,000 | -3.1% | 3,625 | -4.5% | 0.50% | -3.7% |
| Q2 2021 | $554,000 | +12.4% | 3,796 | 0.0% | 0.52% | +5.3% |
| Q1 2021 | $493,000 | – | 3,796 | – | 0.49% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Avantax Planning Partners, Inc. | 3,705,079 | $475,769,000 | 24.48% |
| Treybourne Wealth Planners, Inc. | 253,718 | $32,580,000 | 23.46% |
| Marquette Asset Management, LLC | 757,450 | $97,264,000 | 22.41% |
| Triton Wealth Management, PLLC | 256,008 | $32,646,000 | 20.78% |
| Reitz Capital Advisors LLC | 198,181 | $25,449,000 | 20.46% |
| Northern Capital Management, Inc. | 161,336 | $20,717,000 | 20.16% |
| Mokosak Advisory Group, LLC | 292,078 | $37,512,000 | 17.92% |
| APPLETON GROUP, LLC | 142,386 | $18,284,000 | 17.84% |
| Fund Evaluation Group, LLC | 1,058,546 | $135,928,000 | 15.98% |
| Reby Advisors, LLC | 401,465 | $51,552,000 | 13.50% |