SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 946 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.33 and the average weighting 1.2%.
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 ↓ |
|---|---|---|---|
| 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% |