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 | $477 | +34.0% | 6,566 | +38.1% | 0.04% | +52.2% |
| Q2 2023 | $356 | +14.8% | 4,756 | 0.0% | 0.02% | +9.5% |
| Q1 2023 | $310 | +17.4% | 4,756 | 0.0% | 0.02% | +10.5% |
| Q4 2022 | $264 | -99.9% | 4,756 | 0.0% | 0.02% | -17.4% |
| Q3 2022 | $265,000 | -4.0% | 4,756 | 0.0% | 0.02% | +15.0% |
| Q2 2022 | $276,000 | -22.5% | 4,756 | 0.0% | 0.02% | -25.9% |
| Q1 2022 | $356,000 | -8.5% | 4,756 | +100.0% | 0.03% | 0.0% |
| Q4 2021 | $389,000 | +10.5% | 2,378 | 0.0% | 0.03% | +3.8% |
| Q3 2021 | $352,000 | +1.4% | 2,378 | 0.0% | 0.03% | -3.7% |
| Q2 2021 | $347,000 | +12.3% | 2,378 | 0.0% | 0.03% | -6.9% |
| Q1 2021 | $309,000 | +1.3% | 2,378 | 0.0% | 0.03% | -6.5% |
| Q4 2020 | $305,000 | +11.3% | 2,378 | 0.0% | 0.03% | 0.0% |
| Q3 2020 | $274,000 | +13.7% | 2,378 | 0.0% | 0.03% | +6.9% |
| Q2 2020 | $241,000 | +9.0% | 2,378 | 0.0% | 0.03% | +20.8% |
| Q4 2019 | $221,000 | – | 2,378 | – | 0.02% | – |
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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% |