SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 475 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is 0.33 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $23,928,000 | +453.4% | 284,827 | +448.1% | 25.76% | +470.8% |
| Q2 2019 | $4,324,000 | -0.2% | 51,966 | -4.7% | 4.51% | +0.9% |
| Q1 2019 | $4,331,000 | +87.4% | 54,521 | +62.6% | 4.47% | +55.0% |
| Q4 2018 | $2,311,000 | -36.2% | 33,522 | -48.4% | 2.88% | -32.5% |
| Q4 2016 | $3,624,000 | +0.1% | 64,908 | -0.5% | 4.28% | +3.3% |
| Q3 2016 | $3,620,000 | +2.4% | 65,241 | -3.2% | 4.14% | +2.0% |
| Q2 2016 | $3,536,000 | -0.5% | 67,399 | -0.6% | 4.06% | -3.3% |
| Q1 2016 | $3,553,000 | -43.8% | 67,778 | -43.3% | 4.20% | -41.8% |
| Q4 2015 | $6,318,000 | -1.3% | 119,596 | -6.7% | 7.22% | +0.2% |
| Q3 2015 | $6,404,000 | -8.4% | 128,129 | -2.3% | 7.20% | +2.9% |
| Q2 2015 | $6,991,000 | -1.7% | 131,099 | -0.7% | 6.99% | -1.2% |
| Q1 2015 | $7,110,000 | +1.2% | 131,983 | -2.7% | 7.08% | +0.4% |
| Q4 2014 | $7,027,000 | – | 135,679 | – | 7.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Avantax Planning Partners, Inc. | 3,705,079 | $475,769,000 | 24.48% |
| Treybourne Wealth Planners, Inc. | 253,718 | $32,580,000 | 23.46% |
| Marquette Asset Management, LLC | 757,450 | $97,264,000 | 22.41% |
| Triton Wealth Management, PLLC | 256,008 | $32,646,000 | 20.78% |
| Reitz Capital Advisors LLC | 198,181 | $25,449,000 | 20.46% |
| Northern Capital Management, Inc. | 161,336 | $20,717,000 | 20.16% |
| Mokosak Advisory Group, LLC | 292,078 | $37,512,000 | 17.92% |
| APPLETON GROUP, LLC | 142,386 | $18,284,000 | 17.84% |
| Fund Evaluation Group, LLC | 1,058,546 | $135,928,000 | 15.98% |
| Reby Advisors, LLC | 401,465 | $51,552,000 | 13.50% |