SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 690 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.18 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $620,628 | -3.0% | 8,534 | 0.0% | 0.03% | +3.8% |
| Q2 2023 | $639,660 | +15.0% | 8,534 | 0.0% | 0.03% | +13.0% |
| Q1 2023 | $556,193 | +128947.1% | 8,534 | +10.0% | 0.02% | +21.1% |
| Q4 2022 | $431 | -99.9% | 7,756 | -3.0% | 0.02% | -9.5% |
| Q3 2022 | $446,000 | -28.8% | 7,996 | -25.9% | 0.02% | -22.2% |
| Q2 2022 | $626,000 | -22.5% | 10,795 | 0.0% | 0.03% | -10.0% |
| Q1 2022 | $808,000 | +9.8% | 10,795 | +140.3% | 0.03% | +15.4% |
| Q4 2021 | $736,000 | +8.9% | 4,492 | -1.6% | 0.03% | -3.7% |
| Q3 2021 | $676,000 | +8.5% | 4,567 | +6.9% | 0.03% | +8.0% |
| Q2 2021 | $623,000 | +60.2% | 4,271 | +42.6% | 0.02% | +47.1% |
| Q1 2021 | $389,000 | -6.7% | 2,996 | -7.7% | 0.02% | -15.0% |
| Q4 2020 | $417,000 | +11.5% | 3,246 | 0.0% | 0.02% | -4.8% |
| Q3 2020 | $374,000 | +25.1% | 3,246 | +10.3% | 0.02% | +23.5% |
| Q2 2020 | $299,000 | +31.1% | 2,942 | +2.8% | 0.02% | +13.3% |
| Q1 2020 | $228,000 | -26.7% | 2,862 | -14.4% | 0.02% | -11.8% |
| Q4 2019 | $311,000 | – | 3,343 | – | 0.02% | – |
Download | ||||||
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% |