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 | $1,196,266 | +1.1% | 16,450 | +2.7% | 1.19% | +5.9% |
| Q2 2023 | $1,182,955 | +117140.3% | 16,018 | +3.4% | 1.12% | +4.8% |
| Q1 2023 | $1,009 | +24.1% | 15,484 | +5.8% | 1.07% | +15.4% |
| Q4 2022 | $813 | -99.9% | 14,632 | +0.5% | 0.93% | -8.8% |
| Q3 2022 | $812,000 | -4.7% | 14,556 | -0.9% | 1.02% | +1.1% |
| Q2 2022 | $852,000 | -21.2% | 14,685 | +1.7% | 1.01% | -5.1% |
| Q1 2022 | $1,081,000 | -10.0% | 14,442 | +97.0% | 1.06% | -4.5% |
| Q4 2021 | $1,201,000 | – | 7,332 | – | 1.11% | – |
Download | ||||||
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% |