SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 555 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 0.07 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $365,000 | +12.3% | 2,504 | 0.0% | 0.08% | -7.1% |
| Q1 2021 | $325,000 | -23.0% | 2,504 | -23.8% | 0.08% | -25.0% |
| Q4 2020 | $422,000 | +4.7% | 3,286 | -6.1% | 0.11% | -11.1% |
| Q3 2020 | $403,000 | +13.5% | 3,500 | 0.0% | 0.13% | +7.7% |
| Q2 2020 | $355,000 | +27.2% | 3,500 | 0.0% | 0.12% | +2.6% |
| Q1 2020 | $279,000 | -14.2% | 3,500 | 0.0% | 0.11% | +3.6% |
| Q4 2019 | $325,000 | +10.5% | 3,500 | 0.0% | 0.11% | -1.8% |
| Q3 2019 | $294,000 | +1.0% | 3,500 | 0.0% | 0.11% | +9.8% |
| Q2 2019 | $291,000 | – | 3,500 | – | 0.10% | – |
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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% |