SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 333 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is 0.29 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,923 | -8.3% | 26,439 | -5.5% | 0.03% | -3.3% |
Q2 2023 | $2,097 | +71.7% | 27,973 | +49.4% | 0.03% | +66.7% |
Q1 2023 | $1,221 | -27.3% | 18,729 | -38.0% | 0.02% | -25.0% |
Q4 2022 | $1,680 | -99.9% | 30,231 | -25.6% | 0.02% | -40.0% |
Q3 2022 | $2,268,000 | -11.9% | 40,632 | -8.5% | 0.04% | -9.1% |
Q2 2022 | $2,574,000 | -28.0% | 44,383 | -7.1% | 0.04% | -17.0% |
Q1 2022 | $3,575,000 | -17.0% | 47,776 | +81.7% | 0.05% | -30.3% |
Q4 2021 | $4,306,000 | +6.2% | 26,297 | -3.9% | 0.08% | -2.6% |
Q3 2021 | $4,053,000 | +2.0% | 27,366 | +0.5% | 0.08% | -1.3% |
Q2 2021 | $3,973,000 | -3.8% | 27,218 | -14.5% | 0.08% | -9.2% |
Q1 2021 | $4,131,000 | -0.3% | 31,827 | -1.4% | 0.09% | -9.4% |
Q4 2020 | $4,144,000 | +8.6% | 32,269 | -2.6% | 0.10% | -3.0% |
Q3 2020 | $3,817,000 | +8.2% | 33,146 | -4.6% | 0.10% | -2.9% |
Q2 2020 | $3,529,000 | +32.2% | 34,758 | +3.7% | 0.10% | +17.2% |
Q1 2020 | $2,669,000 | -19.0% | 33,505 | -5.6% | 0.09% | +4.8% |
Q4 2019 | $3,297,000 | +10.5% | 35,487 | -0.1% | 0.08% | -12.6% |
Q3 2019 | $2,984,000 | +0.1% | 35,519 | -0.8% | 0.10% | +1.1% |
Q2 2019 | $2,980,000 | +131.4% | 35,819 | +120.9% | 0.09% | +74.1% |
Q1 2019 | $1,288,000 | +22.0% | 16,216 | +5.8% | 0.05% | +5.9% |
Q4 2018 | $1,056,000 | +2.3% | 15,325 | +21.9% | 0.05% | -1.9% |
Q3 2018 | $1,032,000 | +9.2% | 12,576 | +0.9% | 0.05% | +6.1% |
Q2 2018 | $945,000 | +5.7% | 12,466 | -0.1% | 0.05% | 0.0% |
Q1 2018 | $894,000 | -4.0% | 12,474 | -5.3% | 0.05% | -15.5% |
Q4 2017 | $931,000 | +13.1% | 13,171 | +5.7% | 0.06% | +3.6% |
Q3 2017 | $823,000 | +13.8% | 12,464 | +8.9% | 0.06% | +9.8% |
Q2 2017 | $723,000 | +251.0% | 11,447 | +235.8% | 0.05% | +168.4% |
Q1 2017 | $206,000 | -59.9% | 3,409 | -65.0% | 0.02% | -59.6% |
Q4 2015 | $514,000 | – | 9,735 | – | 0.05% | – |
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% |