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 | $2,353,437 | -0.5% | 32,363 | +2.5% | 1.70% | -14.8% |
| Q2 2023 | $2,365,497 | +13.9% | 31,561 | -1.0% | 1.99% | +9.2% |
| Q1 2023 | $2,076,642 | +39.2% | 31,865 | +18.6% | 1.82% | +28.6% |
| Q4 2022 | $1,492,000 | +5.7% | 26,858 | +6.2% | 1.42% | -8.0% |
| Q3 2022 | $1,411,000 | +3.1% | 25,286 | +7.1% | 1.54% | +12.2% |
| Q2 2022 | $1,369,000 | -8.9% | 23,616 | +17.5% | 1.37% | -9.4% |
| Q1 2022 | $1,503,000 | +7.5% | 20,092 | +135.3% | 1.52% | +12.7% |
| Q4 2021 | $1,398,000 | – | 8,538 | – | 1.34% | – |
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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% |