SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 722 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.55 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $56,867 | -3.0% | 782 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $58,611 | +15.0% | 782 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $50,963 | +17.3% | 782 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $43,448 | +1.0% | 782 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $43,000 | -4.4% | 782 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $45,000 | -22.4% | 782 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $58,000 | -9.4% | 782 | +100.0% | 0.00% | 0.0% |
| Q4 2021 | $64,000 | +12.3% | 391 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $57,000 | 0.0% | 391 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $57,000 | -26.9% | 391 | -35.0% | 0.00% | -33.3% |
| Q1 2021 | $78,000 | +1.3% | 602 | 0.0% | 0.00% | -25.0% |
| Q4 2020 | $77,000 | +11.6% | 602 | 0.0% | 0.00% | +33.3% |
| Q3 2020 | $69,000 | +13.1% | 602 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $61,000 | +29.8% | 602 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $47,000 | – | 602 | – | 0.00% | – |
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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% |