SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 221 filers reported holding SCHWAB STRATEGIC TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $10,626,822 | +37.4% | 105,383 | +26.4% | 0.09% | +34.3% |
| Q1 2024 | $7,732,755 | +14.6% | 83,399 | +2.6% | 0.07% | +6.1% |
| Q4 2023 | $6,745,063 | +12.4% | 81,305 | -1.5% | 0.07% | +1.5% |
| Q3 2023 | $6,000,345 | -2.4% | 82,513 | +0.6% | 0.06% | 0.0% |
| Q2 2023 | $6,146,724 | +16.9% | 82,011 | +1.6% | 0.06% | +10.2% |
| Q1 2023 | $5,258,111 | +12.3% | 80,683 | -4.2% | 0.06% | +7.3% |
| Q4 2022 | $4,680,541 | +4.7% | 84,243 | +5.2% | 0.06% | -6.8% |
| Q3 2022 | $4,470,000 | +1162.7% | 80,089 | +1212.3% | 0.06% | +1375.0% |
| Q2 2022 | $354,000 | +67.8% | 6,103 | +107.7% | 0.00% | 0.0% |
| Q1 2018 | $211,000 | +1.4% | 2,939 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $208,000 | +1633.3% | 2,939 | +1369.5% | 0.00% | – |
| Q2 2017 | $12,000 | 0.0% | 200 | 0.0% | 0.00% | – |
| Q1 2017 | $12,000 | -14.3% | 200 | -33.3% | 0.00% | – |
| Q3 2015 | $14,000 | -12.5% | 300 | 0.0% | 0.00% | -100.0% |
| Q2 2015 | $16,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $16,000 | – | 300 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 41,138 | $28,356,000 | 27.57% |
| Marquette Asset Management, LLC | 875,363 | $60,339,000 | 23.22% |
| Reitz Capital Advisors LLC | 226,168 | $15,590,000 | 18.84% |
| Avantax Planning Partners, Inc. | 3,576,720 | $246,543,000 | 18.59% |
| Fund Evaluation Group, LLC | 935,445 | $64,480,000 | 16.07% |
| HHM Wealth Advisors, LLC | 247,885 | $17,087,000 | 12.52% |
| PIERSHALE FINANCIAL GROUP, INC. | 290,182 | $20,002,000 | 12.14% |
| Krilogy Financial LLC | 555,820 | $38,313,000 | 10.56% |
| Harborview Advisors, LLC | 126,609 | $8,727,000 | 10.22% |
| Denver PWM, LLC | 185,867 | $14,035,000 | 10.06% |