SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 475 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is 0.33 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2021 | $11,000 | 0.0% | 86 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $11,000 | -31.2% | 86 | -36.8% | 0.00% | -33.3% |
Q3 2020 | $16,000 | +33.3% | 136 | +15.3% | 0.00% | 0.0% |
Q2 2020 | $12,000 | +71.4% | 118 | +29.7% | 0.00% | +50.0% |
Q1 2020 | $7,000 | -12.5% | 91 | 0.0% | 0.00% | 0.0% |
Q4 2019 | $8,000 | 0.0% | 91 | 0.0% | 0.00% | 0.0% |
Q3 2019 | $8,000 | 0.0% | 91 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $8,000 | +14.3% | 91 | 0.0% | 0.00% | 0.0% |
Q1 2019 | $7,000 | +16.7% | 91 | 0.0% | 0.00% | 0.0% |
Q4 2018 | $6,000 | 0.0% | 91 | +15.2% | 0.00% | 0.0% |
Q3 2018 | $6,000 | – | 79 | – | 0.00% | – |
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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% |