SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 809 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.58 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $47,810 | -2.9% | 657 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $49,253 | +15.1% | 657 | +0.2% | 0.01% | +16.7% |
| Q1 2023 | $42,806 | +17.4% | 656 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $36,475 | -1.4% | 656 | +0.2% | 0.01% | -25.0% |
| Q3 2022 | $37,000 | +12.1% | 655 | +13.9% | 0.01% | +33.3% |
| Q2 2022 | $33,000 | -23.3% | 575 | +0.2% | 0.01% | -25.0% |
| Q1 2022 | $43,000 | -8.5% | 574 | +100.0% | 0.01% | -11.1% |
| Q4 2021 | $47,000 | +9.3% | 287 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $43,000 | +2.4% | 287 | +0.3% | 0.01% | 0.0% |
| Q2 2021 | $42,000 | +23.5% | 286 | +7.9% | 0.01% | +12.5% |
| Q1 2021 | $34,000 | 0.0% | 265 | -0.4% | 0.01% | -11.1% |
| Q4 2020 | $34,000 | +17.2% | 266 | +4.3% | 0.01% | 0.0% |
| Q3 2020 | $29,000 | +16.0% | 255 | 0.0% | 0.01% | +12.5% |
| Q2 2020 | $25,000 | +25.0% | 255 | +4.1% | 0.01% | 0.0% |
| Q1 2020 | $20,000 | +42.9% | 245 | +58.1% | 0.01% | +14.3% |
| Q4 2019 | $14,000 | – | 155 | – | 0.01% | – |
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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% |