SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 674 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 0.56 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $693,548 | -8.9% | 12,483 | -8.5% | 0.31% | -16.8% |
| Q3 2022 | $761,000 | -0.9% | 13,641 | +3.0% | 0.38% | +1.9% |
| Q2 2022 | $768,000 | -24.1% | 13,241 | -2.1% | 0.37% | -44.0% |
| Q1 2022 | $1,012,000 | -9.6% | 13,527 | +97.8% | 0.66% | +3.8% |
| Q4 2021 | $1,120,000 | +2.2% | 6,837 | -7.6% | 0.64% | -7.3% |
| Q3 2021 | $1,096,000 | -3.9% | 7,401 | -5.2% | 0.68% | -4.3% |
| Q2 2021 | $1,140,000 | +21.9% | 7,811 | +8.5% | 0.72% | +14.6% |
| Q1 2021 | $935,000 | +3.5% | 7,202 | +2.5% | 0.62% | -16.7% |
| Q4 2020 | $903,000 | – | 7,028 | – | 0.75% | – |
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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% |