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 | $1,681,505 | -19.0% | 23,123 | -16.5% | 0.81% | -16.5% |
| Q2 2023 | $2,075,965 | +145.0% | 27,698 | +113.0% | 0.96% | +117.8% |
| Q1 2023 | $847,471 | -4.6% | 13,004 | -18.7% | 0.44% | -13.5% |
| Q4 2022 | $888,293 | -44.9% | 15,988 | -44.6% | 0.51% | -49.0% |
| Q3 2022 | $1,612,000 | -9.3% | 28,878 | -5.7% | 1.00% | -17.6% |
| Q2 2022 | $1,777,000 | -3.8% | 30,637 | +24.0% | 1.22% | +11.1% |
| Q1 2022 | $1,848,000 | -7.3% | 24,701 | +102.8% | 1.10% | -2.1% |
| Q4 2021 | $1,994,000 | – | 12,178 | – | 1.12% | – |
Download | ||||||
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% |