SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 922 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.34 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,467,974 | -7.2% | 75,192 | -4.4% | 0.84% | -2.6% |
| Q2 2023 | $5,894,711 | +13.7% | 78,649 | -1.2% | 0.86% | +6.9% |
| Q1 2023 | $5,186,404 | +14.7% | 79,583 | -2.2% | 0.80% | +8.8% |
| Q4 2022 | $4,521,268 | -3.4% | 81,376 | -3.0% | 0.74% | -14.5% |
| Q3 2022 | $4,680,000 | -4.1% | 83,858 | -0.3% | 0.86% | +15.2% |
| Q2 2022 | $4,878,000 | -24.0% | 84,117 | -1.9% | 0.75% | -13.6% |
| Q1 2022 | $6,415,000 | -11.0% | 85,733 | +94.7% | 0.87% | -8.3% |
| Q4 2021 | $7,209,000 | – | 44,027 | – | 0.94% | – |
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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% |