SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 333 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is 0.29 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $265,000 | -5.4% | 4,746 | -1.9% | 0.00% | 0.0% |
| Q2 2022 | $280,000 | -27.1% | 4,836 | -5.8% | 0.00% | 0.0% |
| Q1 2022 | $384,000 | -8.8% | 5,136 | +100.0% | 0.00% | 0.0% |
| Q4 2021 | $421,000 | -43.9% | 2,568 | -49.3% | 0.00% | -50.0% |
| Q3 2021 | $751,000 | +0.5% | 5,068 | -45.9% | 0.01% | -40.0% |
| Q1 2020 | $747,000 | +694.7% | 9,373 | +693.6% | 0.01% | +900.0% |
| Q1 2019 | $94,000 | +16.0% | 1,181 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $81,000 | -16.5% | 1,181 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $97,000 | +9.0% | 1,181 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $89,000 | +4.7% | 1,181 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $85,000 | -6.6% | 1,181 | -8.0% | 0.00% | 0.0% |
| Q4 2017 | $91,000 | – | 1,283 | – | 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% |