SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 574 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 1.33 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,542,660 | +2.7% | 62,468 | +5.8% | 0.34% | +6.3% |
| Q2 2023 | $4,424,610 | +16.3% | 59,034 | +1.1% | 0.32% | +16.2% |
| Q1 2023 | $3,805,363 | +24.3% | 58,391 | +6.0% | 0.27% | +14.8% |
| Q4 2022 | $3,061,825 | +9.0% | 55,108 | +9.5% | 0.24% | +0.9% |
| Q3 2022 | $2,808,000 | +0.4% | 50,317 | +4.3% | 0.23% | +4.9% |
| Q2 2022 | $2,797,000 | -23.4% | 48,231 | -1.1% | 0.22% | -9.0% |
| Q1 2022 | $3,650,000 | -5.3% | 48,782 | +107.3% | 0.24% | -2.4% |
| Q4 2021 | $3,854,000 | +18.0% | 23,537 | +5.2% | 0.25% | -2.3% |
| Q2 2021 | $3,266,000 | +11.8% | 22,378 | -0.5% | 0.26% | -8.5% |
| Q1 2021 | $2,920,000 | +9.4% | 22,496 | +8.2% | 0.28% | +1.4% |
| Q4 2020 | $2,670,000 | +731.8% | 20,795 | +645.1% | 0.28% | +1008.0% |
| Q3 2020 | $321,000 | -86.6% | 2,791 | -88.2% | 0.02% | -93.1% |
| Q2 2020 | $2,396,000 | +232.8% | 23,596 | +161.0% | 0.36% | -74.1% |
| Q1 2020 | $720,000 | -51.6% | 9,039 | -43.6% | 1.39% | +639.9% |
| Q4 2019 | $1,488,000 | – | 16,013 | – | 0.19% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Triton Wealth Management, PLLC | 241,902 | $26,005,000 | 26.92% |
| Marquette Asset Management, LLC | 753,967 | $76,558,000 | 24.96% |
| Avantax Planning Partners, Inc. | 4,280,749 | $434,667,000 | 24.55% |
| Reitz Capital Advisors LLC | 164,163 | $16,669,000 | 21.17% |
| APPLETON GROUP, LLC | 157,009 | $15,943,000 | 19.19% |
| Mokosak Advisory Group, LLC | 292,495 | $29,710,000 | 18.14% |
| Fund Evaluation Group, LLC | 1,169,436 | $118,745,000 | 16.45% |
| HHM Wealth Advisors, LLC | 299,395 | $30,401,000 | 12.70% |
| Kelman-Lazarov, Inc. | 259,277 | $26,327,000 | 12.20% |
| Legacy Wealth Management, Inc | 698,612 | $70,937,000 | 11.58% |