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 | $39,705 | -53.6% | 546 | -52.1% | 0.00% | – |
| Q2 2023 | $85,518 | +5.1% | 1,141 | -8.6% | 0.00% | – |
| Q1 2023 | $81,332 | +108.2% | 1,248 | +77.5% | 0.00% | – |
| Q4 2022 | $39,059 | +388.2% | 703 | +381.5% | 0.00% | – |
| Q3 2022 | $8,000 | -96.6% | 146 | -96.4% | 0.00% | – |
| Q2 2022 | $233,000 | +1270.6% | 4,026 | +1689.3% | 0.00% | – |
| Q1 2022 | $17,000 | -80.5% | 225 | -57.9% | 0.00% | – |
| Q4 2021 | $87,000 | +222.2% | 534 | +190.2% | 0.00% | – |
| Q3 2021 | $27,000 | -46.0% | 184 | -46.2% | 0.00% | – |
| Q2 2021 | $50,000 | +16.3% | 342 | +2.7% | 0.00% | – |
| Q1 2021 | $43,000 | -48.8% | 333 | -48.8% | 0.00% | – |
| Q4 2020 | $84,000 | +33.3% | 651 | +19.9% | 0.00% | – |
| Q3 2020 | $63,000 | +26.0% | 543 | +9.9% | 0.00% | – |
| Q2 2020 | $50,000 | -74.4% | 494 | -79.8% | 0.00% | – |
| Q1 2020 | $195,000 | +20.4% | 2,443 | +40.0% | 0.00% | – |
| Q4 2019 | $162,000 | +285.7% | 1,745 | +251.8% | 0.00% | – |
| Q3 2019 | $42,000 | -37.3% | 496 | -38.2% | 0.00% | – |
| Q2 2019 | $67,000 | +252.6% | 802 | +227.3% | 0.00% | – |
| Q1 2019 | $19,000 | -36.7% | 245 | -43.0% | 0.00% | – |
| Q4 2018 | $30,000 | -70.3% | 430 | -65.2% | 0.00% | – |
| Q3 2018 | $101,000 | +573.3% | 1,237 | +515.4% | 0.00% | – |
| Q2 2018 | $15,000 | +7.1% | 201 | 0.0% | 0.00% | – |
| Q1 2018 | $14,000 | -22.2% | 201 | -19.0% | 0.00% | – |
| Q4 2017 | $18,000 | +12.5% | 248 | +0.4% | 0.00% | – |
| Q3 2017 | $16,000 | 0.0% | 247 | +0.4% | 0.00% | – |
| Q2 2017 | $16,000 | -40.7% | 246 | -44.7% | 0.00% | – |
| Q1 2017 | $27,000 | +22.7% | 445 | +12.1% | 0.00% | – |
| Q4 2016 | $22,000 | 0.0% | 397 | +0.3% | 0.00% | – |
| Q3 2016 | $22,000 | +4.8% | 396 | 0.0% | 0.00% | – |
| Q2 2016 | $21,000 | 0.0% | 396 | +0.5% | 0.00% | – |
| Q1 2016 | $21,000 | 0.0% | 394 | +0.3% | 0.00% | – |
| Q4 2015 | $21,000 | -63.2% | 393 | -65.3% | 0.00% | – |
| Q3 2015 | $57,000 | +171.4% | 1,133 | +189.8% | 0.00% | – |
| Q2 2015 | $21,000 | -43.2% | 391 | -45.4% | 0.00% | – |
| Q4 2014 | $37,000 | +825.0% | 716 | +678.3% | 0.00% | – |
| Q2 2014 | $4,000 | -99.8% | 92 | -99.8% | 0.00% | -100.0% |
| Q1 2014 | $2,300,000 | – | 50,000 | – | 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% |