SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 690 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.18 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $361,259 | +15.0% | 4,820 | 0.0% | 0.07% | +32.7% |
Q1 2023 | $314,119 | +117108.6% | 4,820 | 0.0% | 0.05% | +15.6% |
Q4 2022 | $268 | -99.9% | 4,820 | 0.0% | 0.04% | -6.2% |
Q3 2022 | $269,000 | -3.9% | 4,820 | 0.0% | 0.05% | +6.7% |
Q2 2022 | $280,000 | -22.4% | 4,820 | 0.0% | 0.04% | -8.2% |
Q1 2022 | $361,000 | -8.6% | 4,820 | +100.0% | 0.05% | +2.1% |
Q4 2021 | $395,000 | +10.6% | 2,410 | 0.0% | 0.05% | -2.0% |
Q3 2021 | $357,000 | +1.4% | 2,410 | 0.0% | 0.05% | +4.3% |
Q2 2021 | $352,000 | +12.5% | 2,410 | 0.0% | 0.05% | +6.8% |
Q1 2021 | $313,000 | +1.3% | 2,410 | 0.0% | 0.04% | -4.3% |
Q4 2020 | $309,000 | +9.6% | 2,410 | -1.6% | 0.05% | -2.1% |
Q3 2020 | $282,000 | +4.1% | 2,449 | -8.2% | 0.05% | -2.1% |
Q2 2020 | $271,000 | +29.7% | 2,669 | +1.5% | 0.05% | +9.1% |
Q1 2020 | $209,000 | -14.3% | 2,630 | 0.0% | 0.04% | +10.0% |
Q4 2019 | $244,000 | +10.4% | 2,630 | 0.0% | 0.04% | +5.3% |
Q3 2019 | $221,000 | +0.9% | 2,630 | 0.0% | 0.04% | +2.7% |
Q2 2019 | $219,000 | +4.8% | 2,630 | 0.0% | 0.04% | 0.0% |
Q1 2019 | $209,000 | -3.2% | 2,630 | 0.0% | 0.04% | +8.8% |
Q3 2018 | $216,000 | – | 2,630 | – | 0.03% | – |
Download |
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% |