SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 829 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.75 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $234,130 | -0.4% | 4,214 | +0.1% | 0.02% | 0.0% |
| Q3 2022 | $235,000 | -3.7% | 4,211 | 0.0% | 0.02% | -5.6% |
| Q2 2022 | $244,000 | -21.8% | 4,211 | +1.0% | 0.02% | 0.0% |
| Q1 2022 | $312,000 | -15.2% | 4,170 | +85.7% | 0.02% | -14.3% |
| Q4 2021 | $368,000 | +13.9% | 2,245 | +2.9% | 0.02% | 0.0% |
| Q3 2021 | $323,000 | -0.3% | 2,181 | -1.7% | 0.02% | -8.7% |
| Q2 2021 | $324,000 | +4.2% | 2,219 | -7.5% | 0.02% | -4.2% |
| Q1 2021 | $311,000 | -4.9% | 2,400 | -5.8% | 0.02% | -20.0% |
| Q4 2020 | $327,000 | +15.1% | 2,549 | +3.2% | 0.03% | 0.0% |
| Q3 2020 | $284,000 | +10.9% | 2,470 | -2.1% | 0.03% | -6.2% |
| Q2 2020 | $256,000 | +27.4% | 2,523 | 0.0% | 0.03% | 0.0% |
| Q1 2020 | $201,000 | -23.0% | 2,523 | -10.2% | 0.03% | -11.1% |
| Q4 2019 | $261,000 | – | 2,811 | – | 0.04% | – |
Download | ||||||
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% |