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 | $362 | -3.5% | 4,983 | -0.4% | 0.40% | -5.9% |
| Q2 2023 | $375 | +15.0% | 5,003 | +0.1% | 0.43% | +22.8% |
| Q1 2023 | $326 | +10.9% | 4,997 | -5.7% | 0.35% | +3.3% |
| Q4 2022 | $294 | -99.9% | 5,297 | -3.6% | 0.34% | +136.6% |
| Q3 2022 | $307,000 | -52.6% | 5,493 | -50.9% | 0.14% | -4.7% |
| Q2 2022 | $648,000 | +46.6% | 11,186 | +89.6% | 0.15% | -18.1% |
| Q1 2022 | $442,000 | -10.2% | 5,901 | +96.5% | 0.18% | -14.6% |
| Q4 2021 | $492,000 | +10.1% | 3,003 | -0.6% | 0.21% | +17.7% |
| Q3 2021 | $447,000 | +6.9% | 3,020 | +5.5% | 0.18% | +8.4% |
| Q2 2021 | $418,000 | +12.1% | 2,863 | -0.5% | 0.17% | +7.7% |
| Q1 2021 | $373,000 | -4.4% | 2,876 | -5.2% | 0.16% | -6.1% |
| Q4 2020 | $390,000 | +10.5% | 3,035 | -1.1% | 0.16% | +9.3% |
| Q3 2020 | $353,000 | +47.7% | 3,069 | +30.4% | 0.15% | +37.3% |
| Q2 2020 | $239,000 | +17.7% | 2,353 | -7.5% | 0.11% | +54.9% |
| Q1 2020 | $203,000 | -26.4% | 2,545 | -14.3% | 0.07% | -27.6% |
| Q4 2019 | $276,000 | – | 2,971 | – | 0.10% | – |
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% |