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 | $23,562 | -3.0% | 324 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $24,284 | +15.0% | 324 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $21,116 | +17.3% | 324 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $18,001 | -85.7% | 324 | -85.7% | 0.00% | -75.0% |
| Q3 2022 | $126,000 | -26.7% | 2,266 | -23.6% | 0.00% | -33.3% |
| Q2 2022 | $172,000 | +6.2% | 2,967 | +37.0% | 0.01% | +20.0% |
| Q1 2022 | $162,000 | -9.0% | 2,166 | +100.0% | 0.01% | 0.0% |
| Q4 2021 | $178,000 | +641.7% | 1,083 | +568.5% | 0.01% | +400.0% |
| Q3 2021 | $24,000 | 0.0% | 162 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $24,000 | +14.3% | 162 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $21,000 | 0.0% | 162 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $21,000 | +10.5% | 162 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $19,000 | +18.8% | 162 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $16,000 | -63.6% | 162 | -70.4% | 0.00% | -66.7% |
| Q1 2020 | $44,000 | -13.7% | 547 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $51,000 | +264.3% | 547 | +237.7% | 0.00% | +200.0% |
| Q3 2019 | $14,000 | -12.5% | 162 | -11.0% | 0.00% | 0.0% |
| Q2 2019 | $16,000 | +23.1% | 182 | +12.3% | 0.00% | 0.0% |
| Q1 2019 | $13,000 | +18.2% | 162 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $11,000 | -15.4% | 162 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $13,000 | +8.3% | 162 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $12,000 | -66.7% | 162 | -67.7% | 0.00% | -50.0% |
| Q1 2018 | $36,000 | +2.9% | 502 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $35,000 | -10.3% | 502 | -15.3% | 0.00% | -33.3% |
| Q3 2017 | $39,000 | +5.4% | 593 | 0.0% | 0.00% | +50.0% |
| Q2 2017 | $37,000 | +2.8% | 593 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $36,000 | – | 593 | – | 0.00% | – |
Download | ||||||
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% |