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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,171,915 | -5.1% | 98,624 | -2.2% | 0.66% | -6.1% |
| Q2 2023 | $7,560,661 | +15.8% | 100,876 | +0.7% | 0.70% | +7.6% |
| Q1 2023 | $6,530,856 | +4.4% | 100,213 | -11.0% | 0.66% | -1.8% |
| Q4 2022 | $6,252,842 | -11.1% | 112,542 | -10.7% | 0.67% | -14.7% |
| Q3 2022 | $7,030,000 | -2.3% | 125,972 | +1.6% | 0.78% | +3.2% |
| Q2 2022 | $7,192,000 | -20.2% | 124,025 | +2.9% | 0.76% | -4.8% |
| Q1 2022 | $9,018,000 | -2.6% | 120,524 | +113.1% | 0.80% | +8.4% |
| Q4 2021 | $9,262,000 | +22.8% | 56,560 | +11.0% | 0.73% | +12.9% |
| Q3 2021 | $7,544,000 | +4.7% | 50,939 | +3.2% | 0.65% | +5.9% |
| Q2 2021 | $7,204,000 | +4.1% | 49,353 | +0.3% | 0.61% | +2.5% |
| Q1 2021 | $6,918,000 | +14.4% | 49,223 | +4.5% | 0.60% | +4.2% |
| Q4 2020 | $6,046,000 | +19.0% | 47,082 | +6.7% | 0.58% | +4.4% |
| Q3 2020 | $5,080,000 | – | 44,108 | – | 0.55% | – |
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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% |