SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 368 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is 0.77 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $951,177 | -3.0% | 13,080 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $980,346 | +371.3% | 13,080 | +707.9% | 0.03% | +211.1% |
| Q4 2020 | $208,000 | -22.7% | 1,619 | -30.6% | 0.01% | -30.8% |
| Q3 2020 | $269,000 | +13.5% | 2,333 | 0.0% | 0.01% | +8.3% |
| Q2 2020 | $237,000 | +9.2% | 2,333 | 0.0% | 0.01% | +9.1% |
| Q4 2019 | $217,000 | -4.4% | 2,333 | -14.6% | 0.01% | -8.3% |
| Q2 2019 | $227,000 | +4.6% | 2,733 | 0.0% | 0.01% | +9.1% |
| Q1 2019 | $217,000 | -12.9% | 2,733 | -9.9% | 0.01% | -8.3% |
| Q3 2018 | $249,000 | -1.2% | 3,033 | -8.7% | 0.01% | -7.7% |
| Q2 2018 | $252,000 | -19.0% | 3,323 | -23.3% | 0.01% | -18.8% |
| Q1 2018 | $311,000 | +1.6% | 4,333 | 0.0% | 0.02% | 0.0% |
| Q4 2017 | $306,000 | +7.0% | 4,333 | 0.0% | 0.02% | 0.0% |
| Q3 2017 | $286,000 | +0.4% | 4,333 | -4.0% | 0.02% | 0.0% |
| Q2 2017 | $285,000 | +4.4% | 4,513 | 0.0% | 0.02% | +6.7% |
| Q1 2017 | $273,000 | – | 4,513 | – | 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% |