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 | $3,262,841 | +10.9% | 43,447 | +9.5% | 3.15% | +7.1% |
| Q2 2023 | $2,942,978 | +27.3% | 39,668 | +12.1% | 2.94% | +17.2% |
| Q1 2023 | $2,312,487 | +9.7% | 35,392 | -6.3% | 2.51% | -6.6% |
| Q4 2022 | $2,108,161 | -20.0% | 37,760 | -18.1% | 2.68% | -27.9% |
| Q3 2022 | $2,634,000 | -12.8% | 46,109 | +0.0% | 3.72% | -6.4% |
| Q2 2022 | $3,020,000 | -48.1% | 46,108 | -40.5% | 3.98% | -46.7% |
| Q1 2022 | $5,818,000 | -11.0% | 77,506 | +86.3% | 7.46% | -13.9% |
| Q4 2021 | $6,535,000 | +10.6% | 41,613 | +3.0% | 8.66% | -4.4% |
| Q3 2021 | $5,908,000 | +4.7% | 40,401 | +4.5% | 9.06% | +1.3% |
| Q2 2021 | $5,642,000 | +21.5% | 38,655 | +9.9% | 8.94% | +7.7% |
| Q1 2021 | $4,645,000 | +12.9% | 35,170 | +9.7% | 8.30% | +3.1% |
| Q4 2020 | $4,116,000 | +27.8% | 32,057 | +14.7% | 8.05% | -3.0% |
| Q3 2020 | $3,220,000 | +16.7% | 27,958 | +2.9% | 8.30% | -6.8% |
| Q2 2020 | $2,760,000 | +35.6% | 27,183 | +6.4% | 8.91% | -3.6% |
| Q1 2020 | $2,036,000 | -0.6% | 25,558 | +15.9% | 9.24% | +46.7% |
| Q4 2019 | $2,049,000 | – | 22,051 | – | 6.30% | – |
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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% |