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 | $305,866 | -4.0% | 4,169 | -2.0% | 0.24% | -4.7% |
| Q2 2023 | $318,702 | +31.1% | 4,252 | +14.0% | 0.26% | +21.4% |
| Q1 2023 | $243,080 | -6.9% | 3,730 | -20.7% | 0.21% | +9.4% |
| Q4 2022 | $261,163 | -10.9% | 4,701 | -8.5% | 0.19% | -19.7% |
| Q3 2022 | $293,000 | -21.9% | 5,137 | -19.6% | 0.24% | -13.4% |
| Q2 2022 | $375,000 | -26.5% | 6,389 | -6.0% | 0.28% | -2.5% |
| Q1 2022 | $510,000 | +10.9% | 6,798 | +9.3% | 0.28% | -2.7% |
| Q4 2021 | $460,000 | – | 6,221 | – | 0.29% | – |
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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% |