SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 809 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.58 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,614,293 | +5.7% | 77,204 | +8.9% | 0.86% | +19.9% |
| Q2 2023 | $5,311,285 | +67.3% | 70,864 | +45.5% | 0.72% | +57.5% |
| Q1 2023 | $3,174,426 | +28.9% | 48,710 | +9.9% | 0.46% | +32.2% |
| Q4 2022 | $2,462,296 | +16.4% | 44,318 | +17.0% | 0.34% | -1.4% |
| Q3 2022 | $2,115,000 | +2036.4% | 37,892 | +2115.9% | 0.35% | +1742.1% |
| Q2 2022 | $99,000 | -22.0% | 1,710 | 0.0% | 0.02% | -13.6% |
| Q1 2022 | $127,000 | -9.3% | 1,710 | +100.0% | 0.02% | -8.3% |
| Q4 2021 | $140,000 | +27.3% | 855 | -0.3% | 0.02% | -70.0% |
| Q4 2020 | $110,000 | – | 858 | – | 0.08% | – |
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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% |