SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 946 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.33 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $470,789 | +0.8% | 6,474 | +3.8% | 0.02% | +5.9% |
| Q2 2023 | $467,246 | +23.8% | 6,234 | +7.6% | 0.02% | +13.3% |
| Q1 2023 | $377,482 | +219366.3% | 5,792 | +86.7% | 0.02% | +50.0% |
| Q4 2022 | $172 | -99.9% | 3,102 | +1.9% | 0.01% | 0.0% |
| Q3 2022 | $170,000 | -40.6% | 3,044 | -38.3% | 0.01% | -16.7% |
| Q2 2022 | $286,000 | -52.6% | 4,937 | -38.7% | 0.01% | -25.0% |
| Q1 2022 | $603,000 | -12.7% | 8,058 | +91.0% | 0.02% | +6.7% |
| Q4 2021 | $691,000 | +5.5% | 4,218 | -4.7% | 0.02% | -11.8% |
| Q3 2021 | $655,000 | +7.2% | 4,426 | +5.8% | 0.02% | 0.0% |
| Q2 2021 | $611,000 | -15.1% | 4,182 | -24.6% | 0.02% | -10.5% |
| Q1 2021 | $720,000 | – | 5,547 | – | 0.02% | – |
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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% |