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 | $232,683 | -2.9% | 3,199 | +0.0% | 0.06% | -1.8% |
| Q2 2023 | $239,738 | +15.1% | 3,198 | +0.0% | 0.06% | +11.8% |
| Q1 2023 | $208,374 | +17.1% | 3,197 | +0.2% | 0.05% | -15.0% |
| Q3 2022 | $178,000 | -25.8% | 3,192 | -23.0% | 0.06% | -25.0% |
| Q2 2022 | $240,000 | -22.6% | 4,146 | +0.0% | 0.08% | -7.0% |
| Q1 2022 | $310,000 | -8.6% | 4,144 | +100.1% | 0.09% | -9.5% |
| Q4 2021 | $339,000 | -8.6% | 2,071 | -17.3% | 0.10% | -15.2% |
| Q3 2021 | $371,000 | -1.1% | 2,505 | -2.6% | 0.11% | 0.0% |
| Q2 2021 | $375,000 | +5.0% | 2,573 | -6.5% | 0.11% | 0.0% |
| Q1 2021 | $357,000 | +10.5% | 2,752 | +9.2% | 0.11% | +6.7% |
| Q4 2020 | $323,000 | +16.6% | 2,519 | +4.5% | 0.10% | +2.9% |
| Q3 2020 | $277,000 | +123.4% | 2,411 | +96.3% | 0.10% | +126.7% |
| Q2 2020 | $124,000 | +520.0% | 1,228 | +372.3% | 0.04% | +462.5% |
| Q1 2020 | $20,000 | – | 260 | – | 0.01% | – |
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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% |