SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 438 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,395,723 | +188.1% | 142,955 | +197.0% | 0.02% | +220.0% |
| Q2 2023 | $3,607,911 | +97.0% | 48,138 | +54.2% | 0.01% | +66.7% |
| Q1 2023 | $1,831,057 | +105.5% | 31,225 | +94.7% | 0.00% | +50.0% |
| Q4 2022 | $891,211 | -9.7% | 16,041 | -7.8% | 0.00% | 0.0% |
| Q3 2022 | $987,000 | +53.0% | 17,399 | +58.7% | 0.00% | +100.0% |
| Q2 2022 | $645,000 | +99.1% | 10,965 | +153.4% | 0.00% | – |
| Q1 2022 | $324,000 | +28.1% | 4,327 | +36.0% | 0.00% | -100.0% |
| Q1 2020 | $253,000 | -15.1% | 3,182 | -0.8% | 0.00% | – |
| Q4 2019 | $298,000 | +2.8% | 3,208 | -7.0% | 0.00% | – |
| Q3 2019 | $290,000 | -44.7% | 3,451 | -45.2% | 0.00% | -100.0% |
| Q2 2019 | $524,000 | +40.9% | 6,298 | +34.4% | 0.00% | 0.0% |
| Q1 2019 | $372,000 | +51.8% | 4,686 | +31.8% | 0.00% | – |
| Q4 2018 | $245,000 | – | 3,555 | – | 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% |