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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |