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 | $41,096 | -2.9% | 565 | 0.0% | 0.01% | -7.7% |
| Q2 2023 | $42,331 | +15.1% | 565 | +0.2% | 0.01% | +8.3% |
| Q1 2023 | $36,784 | +17.4% | 564 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $31,338 | +1.1% | 564 | 0.0% | 0.01% | -7.7% |
| Q3 2022 | $31,000 | -61.2% | 564 | -47.4% | 0.01% | -53.6% |
| Q1 2022 | $80,000 | -9.1% | 1,072 | +100.0% | 0.03% | -9.7% |
| Q4 2021 | $88,000 | +11.4% | 536 | +0.2% | 0.03% | -3.1% |
| Q3 2021 | $79,000 | +58.0% | 535 | -15.3% | 0.03% | -13.5% |
| Q1 2020 | $50,000 | +92.3% | 632 | +125.7% | 0.04% | +94.7% |
| Q4 2019 | $26,000 | – | 280 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Triton Wealth Management, PLLC | 241,902 | $26,005,000 | 26.92% |
| Marquette Asset Management, LLC | 753,967 | $76,558,000 | 24.96% |
| Avantax Planning Partners, Inc. | 4,280,749 | $434,667,000 | 24.55% |
| Reitz Capital Advisors LLC | 164,163 | $16,669,000 | 21.17% |
| APPLETON GROUP, LLC | 157,009 | $15,943,000 | 19.19% |
| Mokosak Advisory Group, LLC | 292,495 | $29,710,000 | 18.14% |
| Fund Evaluation Group, LLC | 1,169,436 | $118,745,000 | 16.45% |
| HHM Wealth Advisors, LLC | 299,395 | $30,401,000 | 12.70% |
| Kelman-Lazarov, Inc. | 259,277 | $26,327,000 | 12.20% |
| Legacy Wealth Management, Inc | 698,612 | $70,937,000 | 11.58% |