SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 946 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.33 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $255,465 | -3.0% | 3,513 | 0.0% | 0.03% | +6.5% |
| Q2 2023 | $263,299 | +15.0% | 3,513 | 0.0% | 0.03% | +6.9% |
| Q1 2023 | $228,942 | -4.2% | 3,513 | +9.8% | 0.03% | +31.8% |
| Q1 2022 | $239,000 | -8.8% | 3,200 | +100.0% | 0.02% | -12.0% |
| Q4 2021 | $262,000 | +11.0% | 1,600 | 0.0% | 0.02% | +4.2% |
| Q3 2021 | $236,000 | +1.3% | 1,600 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $233,000 | +12.6% | 1,600 | 0.0% | 0.02% | +4.3% |
| Q1 2021 | $207,000 | +1.0% | 1,600 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $205,000 | – | 1,600 | – | 0.02% | – |
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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% |