SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 809 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.58 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $466,790 | +24.3% | 6,419 | +28.1% | 0.04% | +32.1% |
| Q2 2023 | $375,574 | +5.0% | 5,011 | -8.7% | 0.03% | -3.4% |
| Q1 2023 | $357,653 | +8.4% | 5,488 | -7.6% | 0.03% | +7.4% |
| Q4 2022 | $329,915 | -1.2% | 5,938 | -0.7% | 0.03% | -10.0% |
| Q3 2022 | $334,000 | +6.4% | 5,978 | +10.4% | 0.03% | +11.1% |
| Q2 2022 | $314,000 | -21.5% | 5,416 | +1.3% | 0.03% | -10.0% |
| Q1 2022 | $400,000 | -8.7% | 5,344 | +100.0% | 0.03% | 0.0% |
| Q4 2021 | $438,000 | +10.6% | 2,672 | 0.0% | 0.03% | +3.4% |
| Q3 2021 | $396,000 | +42.4% | 2,672 | -2.5% | 0.03% | +3.6% |
| Q2 2020 | $278,000 | – | 2,740 | – | 0.03% | – |
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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% |