SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 78 filers reported holding SCHWAB STRATEGIC TR in Q2 2014. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $18,104 | +14.2% | 218 | 0.0% | 0.01% | +12.5% |
| Q3 2023 | $15,849 | -2.9% | 218 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $16,316 | +15.1% | 218 | +0.5% | 0.01% | +14.3% |
| Q1 2023 | $14,170 | +17.5% | 217 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $12,064 | +0.5% | 217 | 0.0% | 0.01% | +16.7% |
| Q3 2022 | $12,000 | -7.7% | 217 | 0.0% | 0.01% | -14.3% |
| Q2 2022 | $13,000 | -18.8% | 217 | +0.5% | 0.01% | 0.0% |
| Q1 2022 | $16,000 | -11.1% | 216 | +100.0% | 0.01% | 0.0% |
| Q4 2021 | $18,000 | +12.5% | 108 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $16,000 | 0.0% | 108 | 0.0% | 0.01% | +40.0% |
| Q2 2021 | $16,000 | +14.3% | 108 | 0.0% | 0.01% | +25.0% |
| Q1 2021 | $14,000 | 0.0% | 108 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $14,000 | +16.7% | 108 | +0.9% | 0.00% | 0.0% |
| Q3 2020 | $12,000 | +9.1% | 107 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $11,000 | +22.2% | 107 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $9,000 | -10.0% | 107 | 0.0% | 0.00% | +33.3% |
| Q4 2019 | $10,000 | +11.1% | 107 | +0.9% | 0.00% | 0.0% |
| Q3 2019 | $9,000 | 0.0% | 106 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $9,000 | +12.5% | 106 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $8,000 | +14.3% | 106 | 0.0% | 0.00% | +50.0% |
| Q4 2018 | $7,000 | -22.2% | 106 | +1.0% | 0.00% | 0.0% |
| Q3 2018 | $9,000 | +12.5% | 105 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $8,000 | 0.0% | 105 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $8,000 | +60.0% | 105 | +4.0% | 0.00% | 0.0% |
| Q1 2015 | $5,000 | 0.0% | 101 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $5,000 | 0.0% | 101 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $5,000 | 0.0% | 101 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $5,000 | 0.0% | 101 | +1.0% | 0.00% | 0.0% |
| Q1 2014 | $5,000 | – | 100 | – | 0.00% | – |
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% |