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 | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $1,898,000 | -15.3% | 23,825 | -1.2% | 0.12% | -9.1% |
| Q4 2019 | $2,241,000 | +8.6% | 24,117 | +0.1% | 0.13% | +0.8% |
| Q3 2019 | $2,063,000 | -1.1% | 24,103 | -3.8% | 0.13% | -13.2% |
| Q2 2019 | $2,085,000 | +932.2% | 25,051 | +789.0% | 0.15% | +7.9% |
| Q1 2018 | $202,000 | -68.8% | 2,818 | -72.5% | 0.14% | +34.6% |
| Q2 2017 | $647,000 | – | 10,233 | – | 0.10% | – |
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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% |