SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 583 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 0.07 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $79,000 | -94.6% | 1,056 | -88.1% | 0.00% | -93.9% |
| Q4 2021 | $1,455,000 | -29.7% | 8,884 | -36.4% | 0.05% | -29.0% |
| Q3 2021 | $2,070,000 | -7.3% | 13,977 | -8.7% | 0.07% | -9.2% |
| Q2 2021 | $2,234,000 | -30.8% | 15,307 | -38.5% | 0.08% | -33.3% |
| Q1 2021 | $3,229,000 | -19.7% | 24,876 | -20.6% | 0.11% | -23.0% |
| Q4 2020 | $4,023,000 | -0.8% | 31,337 | -11.0% | 0.15% | -11.4% |
| Q3 2020 | $4,054,000 | +2045.0% | 35,201 | +1785.4% | 0.17% | +1987.5% |
| Q2 2020 | $189,000 | -79.4% | 1,867 | -83.8% | 0.01% | -81.4% |
| Q1 2020 | $916,000 | -83.1% | 11,494 | -80.2% | 0.04% | -77.7% |
| Q4 2019 | $5,406,000 | +74.3% | 58,189 | +57.7% | 0.19% | +73.9% |
| Q3 2019 | $3,102,000 | +1838.8% | 36,910 | +1818.4% | 0.11% | +2120.0% |
| Q2 2019 | $160,000 | +95.1% | 1,924 | +91.8% | 0.01% | +150.0% |
| Q1 2019 | $82,000 | – | 1,003 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Marquette Asset Management, LLC | 765,363 | $71,110,000 | 23.27% |
| Avantax Planning Partners, Inc. | 3,943,304 | $366,372,000 | 21.56% |
| APPLETON GROUP, LLC | 168,749 | $15,678,000 | 19.90% |
| Fund Evaluation Group, LLC | 1,175,621 | $109,227,000 | 17.84% |
| Reitz Capital Advisors LLC | 168,614 | $15,665,000 | 16.93% |
| Mokosak Advisory Group, LLC | 242,056 | $22,489,000 | 13.60% |
| HHM Wealth Advisors, LLC | 271,405 | $25,218,000 | 12.12% |
| MATHER GROUP, LLC. | 1,800,678 | $167,301,000 | 10.50% |
| MARSHALL FINANCIAL GROUP INC /ADV | 165,475 | $15,374,000 | 10.38% |
| BALLAST ADVISORS LLC | 151,566 | $14,082,000 | 10.36% |