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 | $1,045,568 | +2.6% | 14,378 | +5.8% | 0.12% | +5.4% |
| Q2 2023 | $1,018,720 | +31.7% | 13,592 | +14.5% | 0.11% | +24.7% |
| Q1 2023 | $773,438 | +20.7% | 11,868 | +2.9% | 0.09% | +6.0% |
| Q4 2022 | $640,773 | -2.0% | 11,533 | -1.6% | 0.08% | -10.6% |
| Q3 2022 | $654,000 | -6.7% | 11,726 | -3.0% | 0.09% | -2.1% |
| Q2 2022 | $701,000 | -29.5% | 12,091 | +99.3% | 0.10% | -11.1% |
| Q4 2021 | $994,000 | +227.0% | 6,067 | +66.3% | 0.11% | +31.7% |
| Q2 2019 | $304,000 | -15.3% | 3,649 | -16.8% | 0.08% | -33.9% |
| Q3 2018 | $359,000 | – | 4,387 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Marquette Asset Management, LLC | 849,509 | $70,688,000 | 23.88% |
| APPLETON GROUP, LLC | 248,749 | $20,698,000 | 23.10% |
| Avantax Planning Partners, Inc. | 3,957,211 | $333,712,000 | 21.59% |
| Fund Evaluation Group, LLC | 1,378,707 | $114,722,000 | 19.35% |
| Reitz Capital Advisors LLC | 203,482 | $16,932,000 | 19.09% |
| Roof Advisory Group, Inc. | 303,965 | $25,292,000 | 14.71% |
| Mokosak Advisory Group, LLC | 233,547 | $19,461,000 | 13.14% |
| COLTON GROOME FINANCIAL ADVISORS, LLC | 196,482 | $16,349,000 | 13.10% |
| HHM Wealth Advisors, LLC | 262,104 | $21,810,000 | 12.86% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 119,104 | $9,910,000 | 12.78% |