SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 354 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,000,345 | -2.4% | 82,513 | +0.6% | 0.06% | 0.0% |
| Q2 2023 | $6,146,724 | +16.9% | 82,011 | +1.6% | 0.06% | +10.2% |
| Q1 2023 | $5,258,111 | +12.3% | 80,683 | -4.2% | 0.06% | +7.3% |
| Q4 2022 | $4,680,541 | +4.7% | 84,243 | +5.2% | 0.06% | -6.8% |
| Q3 2022 | $4,470,000 | +1162.7% | 80,089 | +1212.3% | 0.06% | +1375.0% |
| Q2 2022 | $354,000 | +67.8% | 6,103 | +107.7% | 0.00% | 0.0% |
| Q1 2018 | $211,000 | +1.4% | 2,939 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $208,000 | +1633.3% | 2,939 | +1369.5% | 0.00% | – |
| Q2 2017 | $12,000 | 0.0% | 200 | 0.0% | 0.00% | – |
| Q1 2017 | $12,000 | -14.3% | 200 | -33.3% | 0.00% | – |
| Q3 2015 | $14,000 | -12.5% | 300 | 0.0% | 0.00% | -100.0% |
| Q2 2015 | $16,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $16,000 | – | 300 | – | 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% |