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 | $324,000 | +1.2% | 2,494 | +0.2% | 0.09% | +2.3% |
| Q4 2020 | $320,000 | +11.5% | 2,490 | 0.0% | 0.09% | +2.4% |
| Q3 2020 | $287,000 | -33.7% | 2,490 | -41.6% | 0.08% | -40.1% |
| Q2 2020 | $433,000 | +16.4% | 4,266 | -8.8% | 0.14% | +6.0% |
| Q1 2020 | $372,000 | -17.7% | 4,676 | -3.9% | 0.13% | -1.5% |
| Q4 2019 | $452,000 | +10.2% | 4,866 | -0.3% | 0.14% | +1.5% |
| Q3 2019 | $410,000 | -11.4% | 4,879 | -12.2% | 0.13% | -16.2% |
| Q2 2019 | $463,000 | -2.1% | 5,560 | -6.6% | 0.16% | +1.9% |
| Q1 2019 | $473,000 | +1476.7% | 5,955 | +1275.3% | 0.16% | +1208.3% |
| Q4 2018 | $30,000 | – | 433 | – | 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% |