SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 872 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.22 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,284,872 | +94584.3% | 113,928 | -2.4% | 4.00% | -5.2% |
| Q2 2023 | $8,750 | +13.0% | 116,756 | -1.7% | 4.22% | -10.3% |
| Q1 2023 | $7,740 | +17.0% | 118,760 | -0.2% | 4.70% | -0.8% |
| Q4 2022 | $6,613 | -99.8% | 119,020 | +128.0% | 4.74% | +75.5% |
| Q3 2022 | $2,913,000 | +18.6% | 52,199 | +23.2% | 2.70% | -8.0% |
| Q2 2022 | $2,457,000 | -10.0% | 42,373 | +16.1% | 2.93% | -28.1% |
| Q1 2022 | $2,730,000 | – | 36,488 | – | 4.08% | – |
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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% |