SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 406 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2022 | $219,000 | -18.0% | 2,930 | +79.5% | 0.02% | -21.7% |
Q4 2021 | $267,000 | +7.2% | 1,632 | -3.0% | 0.02% | -11.5% |
Q3 2021 | $249,000 | 0.0% | 1,682 | -1.4% | 0.03% | -25.7% |
Q2 2021 | $249,000 | +12.7% | 1,706 | 0.0% | 0.04% | -7.9% |
Q1 2021 | $221,000 | -0.9% | 1,706 | 0.0% | 0.04% | -7.3% |
Q4 2020 | $223,000 | -49.2% | 1,706 | -68.1% | 0.04% | -64.0% |
Q3 2018 | $439,000 | +119.5% | 5,352 | +102.6% | 0.11% | +111.1% |
Q2 2018 | $200,000 | -23.4% | 2,642 | -58.5% | 0.05% | -54.2% |
Q3 2013 | $261,000 | – | 6,362 | – | 0.12% | – |
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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% |