SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 690 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.18 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $1,594,411 | +15.0% | 21,273 | 0.0% | 1.34% | +8.4% |
Q1 2023 | $1,386,361 | +17.1% | 21,273 | -0.2% | 1.23% | +7.0% |
Q4 2022 | $1,183,872 | -3.5% | 21,308 | -3.1% | 1.15% | -14.8% |
Q3 2022 | $1,227,000 | -54.0% | 21,982 | -52.2% | 1.35% | -51.4% |
Q2 2022 | $2,667,000 | +242.8% | 45,999 | +342.2% | 2.78% | +295.7% |
Q1 2022 | $778,000 | -8.7% | 10,402 | +100.0% | 0.70% | -8.1% |
Q4 2021 | $852,000 | +2.9% | 5,201 | -7.0% | 0.76% | -1.9% |
Q3 2021 | $828,000 | -7.4% | 5,590 | -8.7% | 0.78% | -6.3% |
Q2 2021 | $894,000 | – | 6,126 | – | 0.83% | – |
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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% |