SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 574 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 1.33 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $405,652 | +161.7% | 5,579 | +169.8% | 0.01% | +33.3% |
| Q2 2023 | $154,991 | +0.9% | 2,068 | -12.3% | 0.01% | -18.2% |
| Q1 2023 | $153,614 | +17.4% | 2,357 | +0.1% | 0.01% | +10.0% |
| Q4 2022 | $130,851 | +50.4% | 2,355 | +50.6% | 0.01% | +25.0% |
| Q3 2022 | $87,000 | +141.7% | 1,564 | +150.6% | 0.01% | +166.7% |
| Q2 2022 | $36,000 | -23.4% | 624 | +0.2% | 0.00% | 0.0% |
| Q1 2022 | $47,000 | +235.7% | 623 | +650.6% | 0.00% | +200.0% |
| Q4 2021 | $14,000 | +75.0% | 83 | +48.2% | 0.00% | 0.0% |
| Q3 2021 | $8,000 | 0.0% | 56 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $8,000 | +14.3% | 56 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $7,000 | +133.3% | 56 | +180.0% | 0.00% | – |
| Q4 2020 | $3,000 | -93.2% | 20 | -94.8% | 0.00% | -100.0% |
| Q3 2020 | $44,000 | +2100.0% | 381 | +1805.0% | 0.01% | – |
| Q2 2020 | $2,000 | – | 20 | – | 0.00% | – |
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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% |