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 | $553,399 | -25.9% | 7,610 | -23.6% | 0.37% | -31.8% |
| Q2 2023 | $746,577 | +8.7% | 9,961 | -5.5% | 0.55% | +3.0% |
| Q1 2023 | $686,957 | -0.4% | 10,541 | -15.0% | 0.53% | -9.4% |
| Q4 2022 | $689,388 | +1.7% | 12,408 | +2.1% | 0.59% | -8.9% |
| Q3 2022 | $678,000 | -10.2% | 12,157 | -6.6% | 0.64% | -6.7% |
| Q2 2022 | $755,000 | -23.5% | 13,014 | -1.4% | 0.69% | +31.4% |
| Q1 2022 | $987,000 | -4.3% | 13,198 | +109.7% | 0.52% | +1.2% |
| Q4 2021 | $1,031,000 | – | 6,295 | – | 0.52% | – |
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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% |