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 | $1,035,417 | +33.1% | 14,238 | +37.2% | 0.05% | +37.1% |
| Q2 2023 | $777,749 | +75.4% | 10,377 | +52.5% | 0.04% | +84.2% |
| Q1 2023 | $443,472 | +3931.6% | 6,805 | +8098.8% | 0.02% | +1800.0% |
| Q1 2021 | $11,000 | +57.1% | 83 | +1.2% | 0.00% | 0.0% |
| Q1 2020 | $7,000 | -12.5% | 82 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $8,000 | +14.3% | 82 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $7,000 | -22.2% | 82 | -24.8% | 0.00% | 0.0% |
| Q2 2019 | $9,000 | 0.0% | 109 | 0.0% | 0.00% | -50.0% |
| Q1 2019 | $9,000 | +12.5% | 109 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $8,000 | -11.1% | 109 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $9,000 | +12.5% | 109 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $8,000 | 0.0% | 109 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $8,000 | – | 109 | – | 0.00% | – |
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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% |