SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 829 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.75 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,465,325 | +0.8% | 19,411 | +0.1% | 0.58% | -6.6% |
| Q2 2023 | $1,453,468 | +15.1% | 19,393 | +0.1% | 0.62% | +2.8% |
| Q1 2023 | $1,262,541 | +17.6% | 19,373 | +0.2% | 0.61% | 0.0% |
| Q4 2022 | $1,073,779 | +32.6% | 19,326 | +33.2% | 0.61% | +9.9% |
| Q3 2022 | $810,000 | -3.6% | 14,509 | +0.1% | 0.55% | -2.6% |
| Q2 2022 | $840,000 | +31.7% | 14,494 | +70.0% | 0.57% | +51.5% |
| Q1 2022 | $638,000 | +134.6% | 8,526 | +413.6% | 0.38% | +125.9% |
| Q4 2021 | $272,000 | – | 1,660 | – | 0.17% | – |
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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% |