SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 29 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $794,393 | -3.0% | 10,924 | 0.0% | 0.46% | -0.4% |
| Q2 2023 | $818,754 | +15.0% | 10,924 | 0.0% | 0.46% | +8.3% |
| Q1 2023 | $711,917 | +17.3% | 10,924 | 0.0% | 0.42% | +9.3% |
| Q4 2022 | $606,937 | -0.5% | 10,924 | 0.0% | 0.39% | -15.7% |
| Q3 2022 | $610,000 | -3.6% | 10,924 | 0.0% | 0.46% | -1.1% |
| Q2 2022 | $633,000 | -7.9% | 10,924 | +19.0% | 0.46% | +1.5% |
| Q1 2022 | $687,000 | -8.5% | 9,178 | +100.0% | 0.46% | -10.9% |
| Q4 2021 | $751,000 | – | 4,589 | – | 0.51% | – |
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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% |