SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 466 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is 0.45 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $338,366 | -3.0% | 4,653 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $348,742 | +3.1% | 4,653 | -10.4% | 0.01% | 0.0% |
Q1 2023 | $338,297 | +13.3% | 5,191 | -3.4% | 0.01% | 0.0% |
Q4 2022 | $298,468 | +1.5% | 5,372 | +1.9% | 0.01% | -18.2% |
Q3 2022 | $294,000 | -3.9% | 5,274 | 0.0% | 0.01% | 0.0% |
Q2 2022 | $306,000 | -22.5% | 5,274 | 0.0% | 0.01% | -15.4% |
Q1 2022 | $395,000 | +1.8% | 5,274 | +122.7% | 0.01% | +8.3% |
Q4 2021 | $388,000 | +7.8% | 2,368 | -2.5% | 0.01% | -7.7% |
Q3 2021 | $360,000 | +1.7% | 2,428 | 0.0% | 0.01% | -7.1% |
Q2 2021 | $354,000 | +12.4% | 2,428 | 0.0% | 0.01% | 0.0% |
Q1 2021 | $315,000 | +1.0% | 2,428 | 0.0% | 0.01% | -6.7% |
Q4 2020 | $312,000 | +11.4% | 2,428 | 0.0% | 0.02% | 0.0% |
Q3 2020 | $280,000 | +2.2% | 2,428 | -10.1% | 0.02% | -6.2% |
Q2 2020 | $274,000 | +27.4% | 2,700 | 0.0% | 0.02% | +6.7% |
Q1 2020 | $215,000 | -20.7% | 2,700 | -7.4% | 0.02% | -11.8% |
Q4 2019 | $271,000 | +19.4% | 2,915 | +8.0% | 0.02% | +6.2% |
Q3 2019 | $227,000 | +0.9% | 2,700 | 0.0% | 0.02% | -5.9% |
Q2 2019 | $225,000 | +5.1% | 2,700 | 0.0% | 0.02% | 0.0% |
Q1 2019 | $214,000 | -3.2% | 2,700 | 0.0% | 0.02% | -10.5% |
Q3 2018 | $221,000 | +4.7% | 2,700 | -2.9% | 0.02% | -5.0% |
Q2 2018 | $211,000 | +2.9% | 2,780 | -10.3% | 0.02% | -23.1% |
Q3 2017 | $205,000 | – | 3,100 | – | 0.03% | – |
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% |