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 | $221,287 | -3.0% | 3,043 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $228,073 | +8.1% | 3,043 | -16.5% | 0.03% | -8.3% |
| Q2 2022 | $211,000 | -15.6% | 3,643 | +8.8% | 0.04% | -5.3% |
| Q1 2022 | $250,000 | +6.4% | 3,348 | +133.5% | 0.04% | +8.6% |
| Q4 2021 | $235,000 | +10.8% | 1,434 | 0.0% | 0.04% | +2.9% |
| Q3 2021 | $212,000 | -12.8% | 1,434 | -23.3% | 0.03% | -17.1% |
| Q1 2021 | $243,000 | -30.4% | 1,869 | -31.3% | 0.04% | -35.9% |
| Q4 2020 | $349,000 | – | 2,719 | – | 0.06% | – |
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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% |