SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 690 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.18 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 | 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% |