SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 583 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 0.07 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $414,504 | -26.0% | 5,700 | -23.7% | 0.01% | -21.4% |
| Q2 2023 | $559,765 | +50.7% | 7,469 | +31.0% | 0.01% | +40.0% |
| Q1 2023 | $371,469 | +52.6% | 5,700 | +30.1% | 0.01% | +42.9% |
| Q4 2022 | $243,353 | -22.7% | 4,380 | -24.2% | 0.01% | -30.0% |
| Q3 2022 | $315,000 | -6.0% | 5,780 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $335,000 | +2.1% | 5,780 | +32.0% | 0.01% | +11.1% |
| Q1 2022 | $328,000 | -26.3% | 4,380 | +61.3% | 0.01% | -25.0% |
| Q4 2021 | $445,000 | +49.3% | 2,716 | +35.1% | 0.01% | +33.3% |
| Q3 2021 | $298,000 | +1.7% | 2,010 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $293,000 | +12.3% | 2,010 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $261,000 | +1.2% | 2,010 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $258,000 | +11.7% | 2,010 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $231,000 | +1.8% | 2,010 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $227,000 | – | 2,010 | – | 0.01% | – |
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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% |