SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 406 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $536,843 | -3.7% | 7,382 | -0.8% | 0.02% | 0.0% |
Q2 2023 | $557,653 | +18.3% | 7,440 | +2.8% | 0.02% | +15.0% |
Q1 2023 | $471,570 | +17.3% | 7,236 | 0.0% | 0.02% | +17.6% |
Q4 2022 | $402,032 | -0.5% | 7,236 | 0.0% | 0.02% | -10.5% |
Q3 2022 | $404,000 | -4.0% | 7,236 | -0.4% | 0.02% | +5.6% |
Q2 2022 | $421,000 | -22.6% | 7,266 | 0.0% | 0.02% | -10.0% |
Q1 2022 | $544,000 | -7.5% | 7,266 | +102.5% | 0.02% | -4.8% |
Q4 2021 | $588,000 | +5.9% | 3,589 | +4.3% | 0.02% | +5.0% |
Q3 2021 | $555,000 | +6.3% | 3,440 | 0.0% | 0.02% | 0.0% |
Q2 2021 | $522,000 | +9.9% | 3,440 | -6.0% | 0.02% | 0.0% |
Q1 2021 | $475,000 | +1.1% | 3,660 | 0.0% | 0.02% | 0.0% |
Q4 2020 | $470,000 | +11.4% | 3,660 | 0.0% | 0.02% | 0.0% |
Q3 2020 | $422,000 | +13.4% | 3,660 | 0.0% | 0.02% | +5.3% |
Q2 2020 | $372,000 | +27.4% | 3,660 | 0.0% | 0.02% | +5.6% |
Q1 2020 | $292,000 | -14.1% | 3,660 | 0.0% | 0.02% | +12.5% |
Q4 2019 | $340,000 | +10.7% | 3,660 | 0.0% | 0.02% | 0.0% |
Q3 2019 | $307,000 | +0.7% | 3,660 | 0.0% | 0.02% | 0.0% |
Q2 2019 | $305,000 | +4.8% | 3,660 | 0.0% | 0.02% | 0.0% |
Q1 2019 | $291,000 | +15.5% | 3,660 | 0.0% | 0.02% | +6.7% |
Q4 2018 | $252,000 | -2.7% | 3,660 | +16.0% | 0.02% | +15.4% |
Q3 2018 | $259,000 | -17.5% | 3,155 | -23.8% | 0.01% | -27.8% |
Q2 2018 | $314,000 | – | 4,141 | – | 0.02% | – |
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% |