SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 66 filers reported holding SCHWAB STRATEGIC TR in Q1 2014. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $26,461,000 | -4.9% | 474,131 | -1.2% | 0.65% | +3.3% |
| Q2 2022 | $27,828,000 | -19.0% | 479,871 | +4.6% | 0.63% | -5.4% |
| Q1 2022 | $34,338,000 | -9.7% | 458,944 | +97.7% | 0.67% | -6.0% |
| Q4 2021 | $38,008,000 | +16.6% | 232,110 | +5.5% | 0.71% | +24.3% |
| Q3 2021 | $32,592,000 | +4.8% | 220,081 | +3.2% | 0.57% | +11.7% |
| Q2 2021 | $31,112,000 | +6.4% | 213,154 | -5.4% | 0.51% | -1.2% |
| Q1 2021 | $29,251,000 | -3.9% | 225,394 | -4.9% | 0.52% | -1.9% |
| Q4 2020 | $30,446,000 | +5.2% | 237,103 | -5.7% | 0.53% | -31.1% |
| Q3 2020 | $28,946,000 | +12.9% | 251,332 | -0.5% | 0.77% | +4.5% |
| Q2 2020 | $25,649,000 | +33.8% | 252,602 | +4.9% | 0.74% | +15.6% |
| Q1 2020 | $19,171,000 | -16.8% | 240,692 | -3.0% | 0.64% | +6.9% |
| Q4 2019 | $23,049,000 | +6.5% | 248,077 | -3.7% | 0.60% | -1.0% |
| Q3 2019 | $21,634,000 | +0.6% | 257,519 | -0.3% | 0.60% | -0.3% |
| Q2 2019 | $21,498,000 | +11.6% | 258,354 | +6.5% | 0.60% | +8.6% |
| Q1 2019 | $19,268,000 | +81.2% | 242,576 | +57.3% | 0.56% | +65.7% |
| Q4 2018 | $10,633,000 | -11.1% | 154,261 | +5.8% | 0.34% | -2.6% |
| Q3 2018 | $11,955,000 | +23.8% | 145,754 | +14.4% | 0.34% | +15.4% |
| Q2 2018 | $9,653,000 | +21.2% | 127,380 | +14.7% | 0.30% | +23.7% |
| Q1 2018 | $7,963,000 | +4.9% | 111,037 | +3.4% | 0.24% | +9.0% |
| Q4 2017 | $7,589,000 | -0.1% | 107,335 | -6.7% | 0.22% | -7.9% |
| Q3 2017 | $7,597,000 | +62.0% | 114,984 | +55.0% | 0.24% | +60.0% |
| Q2 2017 | $4,690,000 | +14.7% | 74,196 | +9.8% | 0.15% | +11.9% |
| Q1 2017 | $4,088,000 | +54.3% | 67,585 | +42.5% | 0.13% | +52.3% |
| Q4 2016 | $2,649,000 | +14.4% | 47,444 | +13.7% | 0.09% | +11.4% |
| Q3 2016 | $2,315,000 | +45.4% | 41,724 | +37.5% | 0.08% | +43.6% |
| Q2 2016 | $1,592,000 | +29.9% | 30,334 | +29.7% | 0.06% | +27.9% |
| Q1 2016 | $1,226,000 | +25.1% | 23,393 | +26.1% | 0.04% | +22.9% |
| Q4 2015 | $980,000 | +36.5% | 18,556 | +29.3% | 0.04% | +29.6% |
| Q3 2015 | $718,000 | +22.9% | 14,356 | +31.8% | 0.03% | +35.0% |
| Q2 2015 | $584,000 | +49.0% | 10,890 | +49.5% | 0.02% | +53.8% |
| Q1 2015 | $392,000 | +366.7% | 7,284 | +348.0% | 0.01% | +333.3% |
| Q4 2014 | $84,000 | +86.7% | 1,626 | +76.7% | 0.00% | +50.0% |
| Q3 2014 | $45,000 | +50.0% | 920 | +47.0% | 0.00% | +100.0% |
| Q2 2014 | $30,000 | -85.5% | 626 | -86.1% | 0.00% | -85.7% |
| Q1 2014 | $207,000 | +2.0% | 4,491 | 0.0% | 0.01% | 0.0% |
| Q4 2013 | $203,000 | – | 4,491 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Triton Wealth Management, PLLC | 241,902 | $26,005,000 | 26.92% |
| Marquette Asset Management, LLC | 753,967 | $76,558,000 | 24.96% |
| Avantax Planning Partners, Inc. | 4,280,749 | $434,667,000 | 24.55% |
| Reitz Capital Advisors LLC | 164,163 | $16,669,000 | 21.17% |
| APPLETON GROUP, LLC | 157,009 | $15,943,000 | 19.19% |
| Mokosak Advisory Group, LLC | 292,495 | $29,710,000 | 18.14% |
| Fund Evaluation Group, LLC | 1,169,436 | $118,745,000 | 16.45% |
| HHM Wealth Advisors, LLC | 299,395 | $30,401,000 | 12.70% |
| Kelman-Lazarov, Inc. | 259,277 | $26,327,000 | 12.20% |
| Legacy Wealth Management, Inc | 698,612 | $70,937,000 | 11.58% |