SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 354 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $759,489 | -2.0% | 10,444 | +1.0% | 0.27% | +2.6% |
| Q2 2023 | $774,742 | +3.1% | 10,337 | -10.3% | 0.27% | -5.0% |
| Q1 2023 | $751,422 | +27.4% | 11,530 | +8.6% | 0.28% | +13.8% |
| Q4 2022 | $589,821 | +2084.5% | 10,616 | +3078.4% | 0.25% | +1135.0% |
| Q3 2018 | $27,000 | +8.0% | 334 | 0.0% | 0.02% | -9.1% |
| Q2 2018 | $25,000 | +1150.0% | 334 | +943.8% | 0.02% | +1000.0% |
| Q4 2017 | $2,000 | – | 32 | – | 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% |