SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 778 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.25 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,080,874 | -4.6% | 56,118 | -1.7% | 2.77% | -2.3% |
| Q2 2023 | $4,278,765 | +25.8% | 57,088 | +9.4% | 2.84% | +19.4% |
| Q1 2023 | $3,401,158 | +20.0% | 52,189 | +2.3% | 2.38% | +13.8% |
| Q4 2022 | $2,833,129 | +2.4% | 50,992 | +2.8% | 2.09% | -5.4% |
| Q3 2022 | $2,768,000 | +2.0% | 49,605 | +6.0% | 2.21% | +5.8% |
| Q2 2022 | $2,713,000 | -18.7% | 46,778 | +4.9% | 2.09% | -10.1% |
| Q1 2022 | $3,337,000 | +4.0% | 44,596 | +127.6% | 2.32% | +2.7% |
| Q4 2021 | $3,209,000 | – | 19,597 | – | 2.26% | – |
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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% |