SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 777 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.24 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $421,994 | -7.6% | 5,803 | -4.8% | 0.32% | -4.2% |
| Q2 2023 | $456,670 | +24.4% | 6,093 | +8.1% | 0.33% | +12.1% |
| Q1 2023 | $367,168 | +28.9% | 5,634 | +9.9% | 0.30% | +10.0% |
| Q4 2022 | $284,912 | +26.1% | 5,128 | +26.6% | 0.27% | +13.9% |
| Q3 2022 | $226,000 | +18.3% | 4,049 | +23.0% | 0.24% | +30.9% |
| Q2 2022 | $191,000 | -6.4% | 3,293 | +20.8% | 0.18% | +8.4% |
| Q1 2022 | $204,000 | – | 2,725 | – | 0.17% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Marquette Asset Management, LLC | 849,509 | $70,688,000 | 23.88% |
| APPLETON GROUP, LLC | 248,749 | $20,698,000 | 23.10% |
| Avantax Planning Partners, Inc. | 3,957,211 | $333,712,000 | 21.59% |
| Fund Evaluation Group, LLC | 1,378,707 | $114,722,000 | 19.35% |
| Reitz Capital Advisors LLC | 203,482 | $16,932,000 | 19.09% |
| Roof Advisory Group, Inc. | 303,965 | $25,292,000 | 14.71% |
| Mokosak Advisory Group, LLC | 233,547 | $19,461,000 | 13.14% |
| COLTON GROOME FINANCIAL ADVISORS, LLC | 196,482 | $16,349,000 | 13.10% |
| HHM Wealth Advisors, LLC | 262,104 | $21,810,000 | 12.86% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 119,104 | $9,910,000 | 12.78% |