SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 829 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.75 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,667,545 | -42.9% | 22,931 | -56.4% | 1.81% | -40.6% |
| Q4 2022 | $2,920,280 | +36.2% | 52,561 | +42.7% | 3.04% | +61.1% |
| Q3 2022 | $2,144,000 | +173.8% | 36,833 | +177.2% | 1.89% | +206.8% |
| Q2 2022 | $783,000 | -15.4% | 13,288 | +7.4% | 0.62% | +12.0% |
| Q1 2022 | $926,000 | +21.0% | 12,376 | +165.1% | 0.55% | -0.2% |
| Q4 2021 | $765,000 | +187.6% | 4,669 | +160.3% | 0.55% | +167.5% |
| Q3 2021 | $266,000 | – | 1,794 | – | 0.21% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Triton Wealth Management, PLLC | 304,529 | $47,423,000 | 22.60% |
| Avantax Planning Partners, Inc. | 3,223,233 | $477,329,000 | 22.02% |
| APPLETON GROUP, LLC | 167,449 | $24,798,000 | 21.34% |
| Northern Capital Management, Inc. | 166,533 | $24,662,000 | 21.08% |
| Marquette Asset Management, LLC | 597,717 | $88,516,000 | 19.90% |
| Mokosak Advisory Group, LLC | 285,304 | $42,254,000 | 17.52% |
| Fund Evaluation Group, LLC | 1,113,800 | $164,943,000 | 17.31% |
| Legacy Financial Strategies, LLC | 210,289 | $31,142,000 | 14.65% |
| Alpha Omega Group, Inc. | 91,285 | $13,518,000 | 14.47% |
| Reitz Capital Advisors LLC | 129,115 | $19,120,000 | 14.32% |