SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 546 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 1.18 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,192 | -2.9% | 30 | 0.0% | 0.00% | – |
| Q2 2023 | $2,257 | +15.2% | 30 | 0.0% | 0.00% | – |
| Q1 2023 | $1,960 | +17.5% | 30 | 0.0% | 0.00% | – |
| Q4 2022 | $1,668 | -93.3% | 30 | -82.4% | 0.00% | -100.0% |
| Q2 2021 | $25,000 | +13.6% | 170 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $22,000 | 0.0% | 170 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $22,000 | -69.0% | 170 | -72.4% | 0.00% | -73.3% |
| Q3 2020 | $71,000 | +14.5% | 615 | 0.0% | 0.02% | +7.1% |
| Q2 2020 | $62,000 | -23.5% | 615 | -39.4% | 0.01% | 0.0% |
| Q1 2020 | $81,000 | +97.6% | 1,015 | +123.1% | 0.01% | +180.0% |
| Q4 2019 | $41,000 | – | 455 | – | 0.01% | – |
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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% |