SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 829 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.75 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $753,670 | +92.9% | 10,364 | +98.8% | 0.59% | +7.1% |
| Q2 2023 | $390,714 | +15.8% | 5,213 | +0.7% | 0.55% | +20.6% |
| Q1 2023 | $337,385 | +21.7% | 5,177 | +3.8% | 0.46% | +19.4% |
| Q4 2022 | $277,133 | +18.9% | 4,988 | +19.6% | 0.38% | +0.3% |
| Q3 2022 | $233,000 | +13.7% | 4,170 | +18.2% | 0.38% | +62.8% |
| Q2 2022 | $205,000 | -23.5% | 3,527 | -1.4% | 0.23% | -13.3% |
| Q1 2022 | $268,000 | -8.5% | 3,577 | +99.8% | 0.27% | -1.5% |
| Q4 2021 | $293,000 | – | 1,790 | – | 0.27% | – |
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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% |