SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 922 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.34 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $542,890 | -20.3% | 6,544 | -30.1% | 0.08% | -18.5% |
| Q3 2023 | $680,950 | +97.0% | 9,364 | +103.0% | 0.09% | +84.0% |
| Q2 2023 | $345,744 | +17.4% | 4,613 | +2.1% | 0.05% | +8.7% |
| Q1 2023 | $294,503 | +10.9% | 4,519 | -5.4% | 0.05% | -2.1% |
| Q4 2022 | $265,521 | -87.1% | 4,779 | -87.0% | 0.05% | -90.9% |
| Q3 2022 | $2,055,000 | – | 36,817 | – | 0.52% | – |
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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% |