SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 841 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.26 and the average weighting 1.0%.
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 | 241,902 | $26,005,000 | 26.92% |
| Marquette Asset Management, LLC | 753,967 | $76,558,000 | 24.96% |
| Avantax Planning Partners, Inc. | 4,280,749 | $434,667,000 | 24.55% |
| Reitz Capital Advisors LLC | 164,163 | $16,669,000 | 21.17% |
| APPLETON GROUP, LLC | 157,009 | $15,943,000 | 19.19% |
| Mokosak Advisory Group, LLC | 292,495 | $29,710,000 | 18.14% |
| Fund Evaluation Group, LLC | 1,169,436 | $118,745,000 | 16.45% |
| HHM Wealth Advisors, LLC | 299,395 | $30,401,000 | 12.70% |
| Kelman-Lazarov, Inc. | 259,277 | $26,327,000 | 12.20% |
| Legacy Wealth Management, Inc | 698,612 | $70,937,000 | 11.58% |