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 | $868 | -9.5% | 11,936 | -18.9% | 0.36% | -16.6% |
| Q1 2023 | $959 | +69.4% | 14,722 | +44.6% | 0.43% | +82.7% |
| Q4 2022 | $566 | -99.9% | 10,183 | +13.9% | 0.24% | +0.9% |
| Q3 2022 | $499,000 | -3.7% | 8,941 | 0.0% | 0.24% | +2.2% |
| Q2 2022 | $518,000 | -21.4% | 8,941 | +1.6% | 0.23% | -15.8% |
| Q1 2022 | $659,000 | -7.6% | 8,804 | +102.2% | 0.27% | +6.6% |
| Q4 2021 | $713,000 | +14.8% | 4,354 | +3.9% | 0.26% | -2.7% |
| Q3 2021 | $621,000 | +6.2% | 4,192 | +4.5% | 0.26% | -15.4% |
| Q2 2021 | $585,000 | +12.9% | 4,011 | +0.6% | 0.31% | +26.4% |
| Q1 2021 | $518,000 | -12.1% | 3,988 | -13.0% | 0.25% | -19.6% |
| Q4 2020 | $589,000 | +11.8% | 4,583 | +0.1% | 0.31% | +2.7% |
| Q3 2020 | $527,000 | +17.9% | 4,578 | +3.9% | 0.30% | +11.2% |
| Q2 2020 | $447,000 | +48.5% | 4,405 | +16.5% | 0.27% | +27.0% |
| Q1 2020 | $301,000 | – | 3,780 | – | 0.21% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Triton Wealth Management, PLLC | 241,902 | $26,005,000 | 26.92% |
| Marquette Asset Management, LLC | 753,967 | $76,558,000 | 24.96% |
| Avantax Planning Partners, Inc. | 4,280,749 | $434,667,000 | 24.55% |
| Reitz Capital Advisors LLC | 164,163 | $16,669,000 | 21.17% |
| APPLETON GROUP, LLC | 157,009 | $15,943,000 | 19.19% |
| Mokosak Advisory Group, LLC | 292,495 | $29,710,000 | 18.14% |
| Fund Evaluation Group, LLC | 1,169,436 | $118,745,000 | 16.45% |
| HHM Wealth Advisors, LLC | 299,395 | $30,401,000 | 12.70% |
| Kelman-Lazarov, Inc. | 259,277 | $26,327,000 | 12.20% |
| Legacy Wealth Management, Inc | 698,612 | $70,937,000 | 11.58% |