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 | $163,234 | -2.9% | 2,245 | +0.1% | 0.00% | 0.0% |
| Q2 2023 | $168,048 | +15.1% | 2,242 | +0.1% | 0.00% | 0.0% |
| Q1 2023 | $145,943 | +17.5% | 2,239 | +0.1% | 0.00% | +50.0% |
| Q4 2022 | $124,254 | -13.1% | 2,236 | -12.8% | 0.00% | -33.3% |
| Q3 2022 | $143,000 | -4.0% | 2,565 | +0.1% | 0.00% | 0.0% |
| Q2 2022 | $149,000 | -22.4% | 2,563 | +0.0% | 0.00% | -25.0% |
| Q1 2022 | $192,000 | -8.6% | 2,562 | +100.2% | 0.00% | 0.0% |
| Q4 2021 | $210,000 | +11.1% | 1,280 | +0.1% | 0.00% | 0.0% |
| Q3 2021 | $189,000 | +1.1% | 1,279 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $187,000 | +12.7% | 1,279 | +0.1% | 0.00% | 0.0% |
| Q1 2021 | $166,000 | +1.2% | 1,278 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $164,000 | +7.2% | 1,278 | -3.6% | 0.00% | 0.0% |
| Q3 2020 | $153,000 | +17.7% | 1,326 | +3.9% | 0.00% | +33.3% |
| Q2 2020 | $130,000 | +27.5% | 1,276 | +0.1% | 0.00% | -25.0% |
| Q1 2020 | $102,000 | -13.6% | 1,275 | +0.1% | 0.00% | +33.3% |
| Q4 2019 | $118,000 | +10.3% | 1,274 | +0.1% | 0.00% | 0.0% |
| Q3 2019 | $107,000 | +78.3% | 1,273 | +75.8% | 0.00% | +50.0% |
| Q2 2019 | $60,000 | -40.6% | 724 | -43.0% | 0.00% | -33.3% |
| Q1 2019 | $101,000 | – | 1,270 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Triton Wealth Management, PLLC | 304,529 | $47,423,000 | 22.60% |
| Avantax Planning Partners, Inc. | 3,223,233 | $477,329,000 | 22.02% |
| APPLETON GROUP, LLC | 167,449 | $24,798,000 | 21.34% |
| Northern Capital Management, Inc. | 166,533 | $24,662,000 | 21.08% |
| Marquette Asset Management, LLC | 597,717 | $88,516,000 | 19.90% |
| Mokosak Advisory Group, LLC | 285,304 | $42,254,000 | 17.52% |
| Fund Evaluation Group, LLC | 1,113,800 | $164,943,000 | 17.31% |
| Legacy Financial Strategies, LLC | 210,289 | $31,142,000 | 14.65% |
| Alpha Omega Group, Inc. | 91,285 | $13,518,000 | 14.47% |
| Reitz Capital Advisors LLC | 129,115 | $19,120,000 | 14.32% |