SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 29 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $225 | -81.1% | 3,100 | -80.5% | 0.00% | -100.0% |
| Q2 2023 | $1,192 | -99.9% | 15,900 | -33.2% | 0.00% | 0.0% |
| Q3 2022 | $1,328,000 | +114.2% | 23,800 | +122.4% | 0.00% | +100.0% |
| Q2 2022 | $620,000 | -67.1% | 10,700 | -7.0% | 0.00% | -50.0% |
| Q4 2021 | $1,883,000 | -8.5% | 11,500 | -17.3% | 0.00% | -33.3% |
| Q3 2021 | $2,058,000 | +6.8% | 13,900 | +5.3% | 0.00% | +50.0% |
| Q2 2021 | $1,927,000 | +97.4% | 13,200 | +73.7% | 0.00% | +100.0% |
| Q4 2020 | $976,000 | -65.7% | 7,600 | -69.2% | 0.00% | -66.7% |
| Q3 2020 | $2,845,000 | +31.5% | 24,700 | +16.0% | 0.00% | +50.0% |
| Q2 2020 | $2,163,000 | +227.2% | 21,300 | +156.6% | 0.00% | +100.0% |
| Q1 2020 | $661,000 | -45.3% | 8,300 | -36.2% | 0.00% | 0.0% |
| Q4 2019 | $1,208,000 | +159.2% | 13,000 | +132.1% | 0.00% | – |
| Q2 2019 | $466,000 | +111.8% | 5,600 | +109.0% | 0.00% | – |
| Q3 2018 | $220,000 | -75.6% | 2,679 | -77.4% | 0.00% | – |
| Q2 2018 | $900,000 | – | 11,879 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Marquette Asset Management, LLC | 765,363 | $71,110,000 | 23.27% |
| Avantax Planning Partners, Inc. | 3,943,304 | $366,372,000 | 21.56% |
| APPLETON GROUP, LLC | 168,749 | $15,678,000 | 19.90% |
| Fund Evaluation Group, LLC | 1,175,621 | $109,227,000 | 17.84% |
| Reitz Capital Advisors LLC | 168,614 | $15,665,000 | 16.93% |
| Mokosak Advisory Group, LLC | 242,056 | $22,489,000 | 13.60% |
| HHM Wealth Advisors, LLC | 271,405 | $25,218,000 | 12.12% |
| MATHER GROUP, LLC. | 1,800,678 | $167,301,000 | 10.50% |
| MARSHALL FINANCIAL GROUP INC /ADV | 165,475 | $15,374,000 | 10.38% |
| BALLAST ADVISORS LLC | 151,566 | $14,082,000 | 10.36% |