SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 546 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 1.18 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,474,566 | -88.3% | 20,277 | -87.9% | 0.49% | -87.2% |
| Q2 2023 | $12,561,727 | +63.4% | 167,601 | +42.1% | 3.84% | +48.3% |
| Q1 2023 | $7,686,090 | -31.4% | 117,939 | +72.4% | 2.59% | -9.5% |
| Q4 2021 | $11,201,000 | +11.8% | 68,404 | +1.1% | 2.86% | +3.2% |
| Q3 2021 | $10,018,000 | +2935.8% | 67,649 | +2894.6% | 2.77% | +3643.2% |
| Q2 2021 | $330,000 | -8.1% | 2,259 | -18.3% | 0.07% | -15.9% |
| Q1 2021 | $359,000 | +2.3% | 2,765 | +1.2% | 0.09% | -2.2% |
| Q4 2020 | $351,000 | +4.8% | 2,731 | -6.0% | 0.09% | -7.2% |
| Q3 2020 | $335,000 | +9.5% | 2,906 | -3.4% | 0.10% | -9.3% |
| Q2 2020 | $306,000 | -94.1% | 3,009 | -95.4% | 0.11% | -95.4% |
| Q1 2020 | $5,180,000 | +6295.1% | 65,036 | +6604.7% | 2.33% | +7175.0% |
| Q2 2019 | $81,000 | – | 970 | – | 0.03% | – |
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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% |