SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 583 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 0.07 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $276 | -3.2% | 3,800 | 0.0% | 0.06% | +1.8% |
| Q2 2023 | $285 | +14.9% | 3,800 | 0.0% | 0.06% | +10.0% |
| Q1 2023 | $248 | +17.5% | 3,800 | 0.0% | 0.05% | -7.4% |
| Q4 2022 | $211 | -99.9% | 3,800 | 0.0% | 0.05% | -14.3% |
| Q3 2022 | $212,000 | -3.6% | 3,800 | 0.0% | 0.06% | +1.6% |
| Q2 2022 | $220,000 | -38.7% | 3,800 | -20.8% | 0.06% | -34.0% |
| Q1 2022 | $359,000 | -15.9% | 4,800 | +84.3% | 0.09% | -27.7% |
| Q4 2021 | $427,000 | +10.6% | 2,605 | 0.0% | 0.13% | +0.8% |
| Q3 2021 | $386,000 | +1.6% | 2,605 | 0.0% | 0.13% | -2.3% |
| Q2 2021 | $380,000 | +12.4% | 2,605 | 0.0% | 0.13% | +1.5% |
| Q1 2021 | $338,000 | +0.9% | 2,605 | 0.0% | 0.13% | -5.1% |
| Q4 2020 | $335,000 | +11.7% | 2,605 | 0.0% | 0.14% | 0.0% |
| Q3 2020 | $300,000 | +8.3% | 2,605 | -4.6% | 0.14% | -4.9% |
| Q2 2020 | $277,000 | – | 2,730 | – | 0.14% | – |
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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% |