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 | $1,803,191 | +1138.2% | 24,796 | +1176.2% | 0.32% | +966.7% |
| Q2 2023 | $145,628 | +15.0% | 1,943 | 0.0% | 0.03% | +7.1% |
| Q1 2023 | $126,625 | +9.7% | 1,943 | -6.5% | 0.03% | +3.7% |
| Q4 2022 | $115,398 | +2.1% | 2,077 | +2.6% | 0.03% | -50.9% |
| Q3 2022 | $113,000 | 0.0% | 2,025 | +4.2% | 0.06% | +3.8% |
| Q2 2022 | $113,000 | -64.1% | 1,943 | -53.9% | 0.05% | -60.7% |
| Q1 2022 | $315,000 | -6.2% | 4,216 | +105.3% | 0.14% | +3.1% |
| Q4 2021 | $336,000 | +10.5% | 2,054 | 0.0% | 0.13% | -26.4% |
| Q3 2021 | $304,000 | +1.3% | 2,054 | 0.0% | 0.18% | +4.1% |
| Q2 2021 | $300,000 | +12.4% | 2,054 | 0.0% | 0.17% | +11.0% |
| Q1 2021 | $267,000 | -2.2% | 2,054 | -3.3% | 0.15% | -23.0% |
| Q4 2020 | $273,000 | – | 2,123 | – | 0.20% | – |
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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% |