SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 778 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.25 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $54,813 | +17.3% | 841 | 0.0% | 0.04% | 0.0% |
| Q4 2022 | $46,730 | -0.6% | 841 | 0.0% | 0.04% | 0.0% |
| Q3 2022 | $47,000 | -4.1% | 841 | 0.0% | 0.04% | +2.9% |
| Q2 2022 | $49,000 | -22.2% | 841 | +0.1% | 0.03% | -8.1% |
| Q1 2022 | $63,000 | -8.7% | 840 | +100.0% | 0.04% | -2.6% |
| Q4 2021 | $69,000 | +11.3% | 420 | 0.0% | 0.04% | +2.7% |
| Q3 2021 | $62,000 | +1.6% | 420 | 0.0% | 0.04% | 0.0% |
| Q2 2021 | $61,000 | +10.9% | 420 | 0.0% | 0.04% | 0.0% |
| Q1 2021 | $55,000 | +1.9% | 420 | 0.0% | 0.04% | -5.1% |
| Q4 2020 | $54,000 | +12.5% | 420 | 0.0% | 0.04% | -2.5% |
| Q3 2020 | $48,000 | +11.6% | 420 | 0.0% | 0.04% | 0.0% |
| Q2 2020 | $43,000 | +30.3% | 420 | 0.0% | 0.04% | +5.3% |
| Q1 2020 | $33,000 | – | 420 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Marquette Asset Management, LLC | 765,363 | $71,110,000 | 23.27% |
| Avantax Planning Partners, Inc. | 3,943,304 | $366,372,000 | 21.56% |
| APPLETON GROUP, LLC | 168,749 | $15,678,000 | 19.90% |
| Fund Evaluation Group, LLC | 1,175,621 | $109,227,000 | 17.84% |
| Reitz Capital Advisors LLC | 168,614 | $15,665,000 | 16.93% |
| Mokosak Advisory Group, LLC | 242,056 | $22,489,000 | 13.60% |
| HHM Wealth Advisors, LLC | 271,405 | $25,218,000 | 12.12% |
| MATHER GROUP, LLC. | 1,800,678 | $167,301,000 | 10.50% |
| MARSHALL FINANCIAL GROUP INC /ADV | 165,475 | $15,374,000 | 10.38% |
| BALLAST ADVISORS LLC | 151,566 | $14,082,000 | 10.36% |