SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 546 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 1.18 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $66,202 | +14.1% | 798 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $58,031 | -3.0% | 798 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $59,810 | +15.0% | 798 | 0.0% | 0.00% | +100.0% |
| Q1 2023 | $52,006 | +17.3% | 798 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $44,337 | -1.5% | 798 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $45,000 | -2.2% | 798 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $46,000 | -23.3% | 798 | 0.0% | 0.00% | -50.0% |
| Q1 2022 | $60,000 | -11.8% | 798 | +93.2% | 0.00% | 0.0% |
| Q4 2021 | $68,000 | +11.5% | 413 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $61,000 | -16.4% | 413 | -17.4% | 0.00% | 0.0% |
| Q2 2021 | $73,000 | +12.3% | 500 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $65,000 | +1.6% | 500 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $64,000 | +10.3% | 500 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $58,000 | +13.7% | 500 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $51,000 | +27.5% | 500 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $40,000 | -13.0% | 500 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $46,000 | +9.5% | 500 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $42,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $42,000 | +5.0% | 500 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $40,000 | +17.6% | 500 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $34,000 | -17.1% | 500 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $41,000 | +7.9% | 500 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $38,000 | +5.6% | 500 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $36,000 | – | 500 | – | 0.00% | – |
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% |