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 | $466,790 | +24.3% | 6,419 | +28.1% | 0.04% | +32.1% |
| Q2 2023 | $375,574 | +5.0% | 5,011 | -8.7% | 0.03% | -3.4% |
| Q1 2023 | $357,653 | +8.4% | 5,488 | -7.6% | 0.03% | +7.4% |
| Q4 2022 | $329,915 | -1.2% | 5,938 | -0.7% | 0.03% | -10.0% |
| Q3 2022 | $334,000 | +6.4% | 5,978 | +10.4% | 0.03% | +11.1% |
| Q2 2022 | $314,000 | -21.5% | 5,416 | +1.3% | 0.03% | -10.0% |
| Q1 2022 | $400,000 | -8.7% | 5,344 | +100.0% | 0.03% | 0.0% |
| Q4 2021 | $438,000 | +10.6% | 2,672 | 0.0% | 0.03% | +3.4% |
| Q3 2021 | $396,000 | +42.4% | 2,672 | -2.5% | 0.03% | +3.6% |
| Q2 2020 | $278,000 | – | 2,740 | – | 0.03% | – |
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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% |