SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 946 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.33 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $327,322 | -3.4% | 4,501 | -0.5% | 0.11% | -1.8% |
| Q2 2023 | $338,907 | +48.0% | 4,522 | +28.7% | 0.11% | +23.6% |
| Q1 2023 | $229,034 | +16.5% | 3,514 | -0.7% | 0.09% | +4.7% |
| Q4 2022 | $196,570 | -1.2% | 3,538 | -0.9% | 0.08% | +9.0% |
| Q3 2022 | $199,000 | -11.9% | 3,570 | -8.5% | 0.08% | -19.6% |
| Q2 2022 | $226,000 | -19.6% | 3,901 | +3.9% | 0.10% | +27.6% |
| Q1 2022 | $281,000 | +123.0% | 3,753 | +386.1% | 0.08% | +137.5% |
| Q4 2021 | $126,000 | – | 772 | – | 0.03% | – |
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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% |