SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 722 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.55 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $248,853 | -2.9% | 3,422 | +0.1% | 0.06% | +3.3% |
| Q2 2023 | $256,188 | +15.1% | 3,418 | +0.1% | 0.06% | +9.1% |
| Q1 2023 | $222,486 | +27.3% | 3,414 | +8.6% | 0.06% | +17.0% |
| Q4 2022 | $174,717 | -7.6% | 3,145 | -7.1% | 0.05% | -17.5% |
| Q3 2022 | $189,000 | +5.0% | 3,387 | +8.8% | 0.06% | +7.5% |
| Q2 2022 | $180,000 | -4.3% | 3,114 | +23.9% | 0.05% | +15.2% |
| Q1 2022 | $188,000 | +9300.0% | 2,513 | +13861.1% | 0.05% | – |
| Q4 2021 | $2,000 | -77.8% | 18 | -71.0% | 0.00% | -100.0% |
| Q2 2021 | $9,000 | +12.5% | 62 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $8,000 | +100.0% | 62 | +77.1% | 0.00% | +100.0% |
| Q4 2020 | $4,000 | – | 35 | – | 0.00% | – |
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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% |