SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 574 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 1.33 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $207 | -2.8% | 3 | 0.0% | 0.00% | – |
| Q2 2023 | $213 | +15.1% | 3 | 0.0% | 0.00% | – |
| Q1 2023 | $185 | +17.1% | 3 | 0.0% | 0.00% | – |
| Q4 2022 | $158 | – | 3 | 0.0% | 0.00% | – |
| Q3 2022 | $0 | – | 3 | 0.0% | 0.00% | – |
| Q2 2022 | $0 | – | 3 | 0.0% | 0.00% | – |
| Q1 2022 | $0 | -100.0% | 3 | -99.4% | 0.00% | -100.0% |
| Q4 2021 | $79,000 | – | 480 | +47900.0% | 0.01% | – |
| Q3 2021 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q2 2021 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q1 2021 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q4 2020 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q3 2020 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q2 2020 | $0 | -100.0% | 1 | -99.4% | 0.00% | -100.0% |
| Q1 2020 | $14,000 | – | 178 | +17700.0% | 0.00% | – |
| Q4 2019 | $0 | – | 1 | -50.0% | 0.00% | – |
| Q3 2019 | $0 | -100.0% | 2 | -99.1% | 0.00% | -100.0% |
| Q2 2019 | $19,000 | +5.6% | 226 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $18,000 | +50.0% | 226 | +29.1% | 0.00% | 0.0% |
| Q4 2018 | $12,000 | -14.3% | 175 | +0.6% | 0.00% | 0.0% |
| Q3 2018 | $14,000 | 0.0% | 174 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $14,000 | – | 174 | – | 0.00% | – |
Download | ||||||
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% |