SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 778 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.25 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18,465 | -8.4% | 253,921 | -5.6% | 0.07% | -12.5% |
| Q2 2023 | $20,155 | +11.1% | 268,909 | -3.4% | 0.08% | -2.4% |
| Q1 2023 | $18,140 | +3.4% | 278,355 | -11.8% | 0.08% | -6.8% |
| Q4 2022 | $17,544 | -99.9% | 315,772 | -5.1% | 0.09% | -20.0% |
| Q3 2022 | $18,570,000 | -11.0% | 332,734 | -7.6% | 0.11% | -14.1% |
| Q2 2022 | $20,872,000 | -32.1% | 359,926 | -12.3% | 0.13% | -29.3% |
| Q1 2022 | $30,718,000 | -14.0% | 410,555 | +88.1% | 0.18% | -18.1% |
| Q4 2021 | $35,731,000 | -7.0% | 218,208 | -15.9% | 0.22% | -17.5% |
| Q3 2021 | $38,429,000 | -33.7% | 259,501 | -34.7% | 0.27% | -39.9% |
| Q2 2021 | $57,965,000 | +9.3% | 397,126 | -2.8% | 0.45% | -7.5% |
| Q1 2021 | $53,037,000 | -3.1% | 408,667 | -4.2% | 0.48% | -29.5% |
| Q4 2020 | $54,756,000 | +82.4% | 426,417 | +63.6% | 0.68% | +51.3% |
| Q3 2020 | $30,027,000 | +7.3% | 260,718 | -5.4% | 0.45% | -11.0% |
| Q2 2020 | $27,980,000 | +14.2% | 275,557 | -10.4% | 0.51% | -5.8% |
| Q1 2020 | $24,500,000 | -21.9% | 307,599 | -8.9% | 0.54% | -13.9% |
| Q4 2019 | $31,356,000 | +7.0% | 337,492 | -3.2% | 0.63% | -9.1% |
| Q3 2019 | $29,303,000 | +66.3% | 348,813 | +64.7% | 0.69% | +47.5% |
| Q2 2019 | $17,622,000 | +5.3% | 211,778 | +0.5% | 0.47% | +30.1% |
| Q1 2019 | $16,730,000 | – | 210,627 | – | 0.36% | – |
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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% |