SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 555 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 0.07 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,210,107 | -3.0% | 30,392 | 0.0% | 0.04% | -2.4% |
| Q2 2023 | $2,277,880 | +15.0% | 30,392 | 0.0% | 0.04% | +7.7% |
| Q1 2023 | $1,980,647 | +17.2% | 30,392 | -0.1% | 0.04% | +11.4% |
| Q4 2022 | $1,690,080 | -0.8% | 30,419 | -0.3% | 0.04% | -7.9% |
| Q3 2022 | $1,703,000 | -5.1% | 30,519 | -1.3% | 0.04% | 0.0% |
| Q2 2022 | $1,794,000 | -22.5% | 30,930 | 0.0% | 0.04% | -7.3% |
| Q1 2022 | $2,314,000 | -8.6% | 30,930 | +100.0% | 0.04% | 0.0% |
| Q4 2021 | $2,532,000 | +8.3% | 15,465 | -2.0% | 0.04% | -2.4% |
| Q3 2021 | $2,337,000 | +0.4% | 15,784 | -1.0% | 0.04% | -2.3% |
| Q2 2021 | $2,327,000 | +9.4% | 15,944 | -2.8% | 0.04% | +2.4% |
| Q1 2021 | $2,128,000 | +8.0% | 16,398 | +6.9% | 0.04% | 0.0% |
| Q4 2020 | $1,970,000 | +11.5% | 15,344 | 0.0% | 0.04% | -2.3% |
| Q3 2020 | $1,767,000 | +4.7% | 15,344 | -7.6% | 0.04% | -4.4% |
| Q2 2020 | $1,687,000 | +27.5% | 16,614 | 0.0% | 0.04% | +2.3% |
| Q1 2020 | $1,323,000 | -18.2% | 16,614 | -4.6% | 0.04% | 0.0% |
| Q4 2019 | $1,618,000 | – | 17,414 | – | 0.04% | – |
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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% |