SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 29 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,654 | -3.0% | 64 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $4,797 | +15.0% | 64 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $4,171 | +17.3% | 64 | 0.0% | 0.00% | +33.3% |
| Q4 2022 | $3,556 | -11.1% | 64 | 0.0% | 0.00% | -25.0% |
| Q3 2022 | $4,000 | 0.0% | 64 | 0.0% | 0.00% | +33.3% |
| Q2 2022 | $4,000 | -20.0% | 64 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $5,000 | 0.0% | 64 | +100.0% | 0.00% | 0.0% |
| Q4 2021 | $5,000 | 0.0% | 32 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $5,000 | 0.0% | 32 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $5,000 | -37.5% | 32 | -50.0% | 0.00% | -50.0% |
| Q1 2021 | $8,000 | 0.0% | 64 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $8,000 | +14.3% | 64 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $7,000 | +16.7% | 64 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $6,000 | – | 64 | – | 0.01% | – |
Download | ||||||
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% |