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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $58,653 | +17.3% | 900 | 0.0% | 0.03% | +22.2% |
| Q4 2022 | $50,004 | -66.4% | 900 | -66.2% | 0.03% | -63.0% |
| Q3 2022 | $149,000 | -37.9% | 2,663 | -35.7% | 0.07% | -22.3% |
| Q2 2022 | $240,000 | -75.2% | 4,140 | -68.0% | 0.09% | -74.4% |
| Q1 2022 | $967,000 | -24.6% | 12,921 | +65.0% | 0.37% | -29.2% |
| Q4 2021 | $1,282,000 | +2.8% | 7,829 | -7.0% | 0.52% | -8.3% |
| Q3 2021 | $1,247,000 | +5.1% | 8,421 | +3.6% | 0.56% | -1.4% |
| Q2 2021 | $1,187,000 | -17.5% | 8,132 | -26.7% | 0.57% | -31.3% |
| Q1 2021 | $1,439,000 | -2.8% | 11,087 | -3.8% | 0.83% | -11.1% |
| Q4 2020 | $1,480,000 | – | 11,522 | – | 0.94% | – |
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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% |