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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $332,801 | -2.9% | 4,576 | +0.1% | 0.04% | -2.6% |
| Q2 2023 | $342,659 | +16.1% | 4,572 | +1.0% | 0.04% | +2.6% |
| Q1 2023 | $295,087 | +18.2% | 4,527 | +0.7% | 0.04% | +8.6% |
| Q4 2022 | $249,719 | -6.5% | 4,494 | -5.9% | 0.04% | -10.3% |
| Q3 2022 | $267,000 | -4.6% | 4,778 | -1.2% | 0.04% | 0.0% |
| Q2 2022 | $280,000 | -44.7% | 4,834 | -28.5% | 0.04% | -38.1% |
| Q1 2022 | $506,000 | -13.8% | 6,764 | +88.7% | 0.06% | -11.3% |
| Q4 2021 | $587,000 | +11.8% | 3,585 | +1.2% | 0.07% | -1.4% |
| Q3 2021 | $525,000 | +18.0% | 3,544 | +16.4% | 0.07% | -14.3% |
| Q2 2021 | $445,000 | +14.7% | 3,045 | +1.7% | 0.08% | +6.3% |
| Q1 2021 | $388,000 | -1.3% | 2,993 | -2.1% | 0.08% | -14.1% |
| Q4 2020 | $393,000 | +27.6% | 3,057 | +14.6% | 0.09% | +9.5% |
| Q3 2020 | $308,000 | +17.1% | 2,667 | +2.9% | 0.08% | +6.3% |
| Q2 2020 | $263,000 | -29.5% | 2,593 | -44.8% | 0.08% | -41.5% |
| Q1 2020 | $373,000 | -54.8% | 4,696 | -47.2% | 0.14% | -42.3% |
| Q4 2019 | $826,000 | +13.8% | 8,896 | +3.2% | 0.23% | +4.5% |
| Q3 2019 | $726,000 | +11.9% | 8,621 | +10.6% | 0.22% | +19.8% |
| Q2 2019 | $649,000 | +5.2% | 7,794 | 0.0% | 0.19% | +1.6% |
| Q1 2019 | $617,000 | +22.2% | 7,794 | +6.4% | 0.18% | +13.6% |
| Q4 2018 | $505,000 | -1.8% | 7,323 | +16.7% | 0.16% | +9.5% |
| Q3 2018 | $514,000 | +49.4% | 6,277 | +38.7% | 0.15% | +34.5% |
| Q2 2018 | $344,000 | +38.7% | 4,524 | +27.6% | 0.11% | +31.0% |
| Q1 2018 | $248,000 | – | 3,545 | – | 0.08% | – |
Download | ||||||
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% |