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 | $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 ↓ |
|---|---|---|---|
| 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% |