SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 368 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is 0.77 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,263,461 | -15.1% | 31,126 | -12.5% | 0.10% | -18.4% |
Q2 2023 | $2,666,527 | -18.6% | 35,577 | -29.2% | 0.12% | -24.7% |
Q1 2023 | $3,274,901 | +16.4% | 50,252 | -0.8% | 0.17% | +3.8% |
Q4 2022 | $2,813,979 | -0.4% | 50,648 | +0.0% | 0.16% | -11.6% |
Q3 2022 | $2,825,000 | -2.1% | 50,625 | +1.7% | 0.18% | -3.2% |
Q2 2022 | $2,886,000 | -16.0% | 49,763 | +8.3% | 0.19% | 0.0% |
Q1 2022 | $3,437,000 | -6.0% | 45,931 | +105.6% | 0.19% | +0.5% |
Q4 2021 | $3,658,000 | +10.8% | 22,342 | +0.2% | 0.19% | -0.5% |
Q3 2021 | $3,301,000 | +26.4% | 22,288 | +24.6% | 0.19% | +25.5% |
Q2 2021 | $2,611,000 | +12.6% | 17,890 | +0.1% | 0.15% | +2.1% |
Q1 2021 | $2,319,000 | +0.8% | 17,871 | -0.3% | 0.15% | -5.8% |
Q4 2020 | $2,301,000 | +8.6% | 17,917 | -2.6% | 0.16% | -4.9% |
Q3 2020 | $2,119,000 | +6.2% | 18,401 | -6.4% | 0.16% | +0.6% |
Q2 2020 | $1,995,000 | +39.9% | 19,651 | +9.8% | 0.16% | +15.7% |
Q1 2020 | $1,426,000 | -11.0% | 17,905 | +3.8% | 0.14% | +27.3% |
Q4 2019 | $1,602,000 | -7.3% | 17,242 | -16.2% | 0.11% | -11.3% |
Q3 2019 | $1,728,000 | +0.9% | 20,563 | -0.1% | 0.12% | -3.1% |
Q2 2019 | $1,712,000 | -47.6% | 20,577 | -50.0% | 0.13% | -2.3% |
Q1 2019 | $3,268,000 | +130.8% | 41,154 | +100.3% | 0.13% | +2.3% |
Q4 2018 | $1,416,000 | -19.0% | 20,547 | -3.6% | 0.13% | -9.2% |
Q3 2018 | $1,749,000 | +10.1% | 21,323 | +1.8% | 0.14% | +3.7% |
Q2 2018 | $1,588,000 | +2.8% | 20,953 | -2.7% | 0.14% | +2.3% |
Q1 2018 | $1,545,000 | -22.8% | 21,543 | -23.8% | 0.13% | -22.7% |
Q4 2017 | $2,000,000 | +6.0% | 28,286 | -1.0% | 0.17% | +5.5% |
Q3 2017 | $1,887,000 | +8.0% | 28,560 | +3.3% | 0.16% | +5.8% |
Q2 2017 | $1,748,000 | +9.7% | 27,655 | +5.0% | 0.15% | +10.0% |
Q1 2017 | $1,593,000 | +186.5% | 26,334 | +164.7% | 0.14% | +164.2% |
Q4 2016 | $556,000 | +0.7% | 9,950 | 0.0% | 0.05% | 0.0% |
Q3 2016 | $552,000 | +5.7% | 9,950 | 0.0% | 0.05% | +1.9% |
Q2 2016 | $522,000 | 0.0% | 9,950 | 0.0% | 0.05% | -3.7% |
Q1 2016 | $522,000 | – | 9,950 | – | 0.05% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Avantax Planning Partners, Inc. | 3,647,160 | $299,140,000 | 23.95% |
Marquette Asset Management, LLC | 909,798 | $74,622,000 | 23.44% |
APPLETON GROUP, LLC | 244,191 | $20,029,000 | 21.22% |
Financial Engines Advisors L.L.C. | 10,911,049 | $894,897,000 | 17.06% |
Fund Evaluation Group, LLC | 1,097,932 | $90,052,000 | 14.87% |
Newport Wealth Strategies, Inc. | 135,502 | $10,172,000 | 12.97% |
Financial Management Professionals, Inc. | 389,987 | $31,987,000 | 12.42% |
TOTAL INVESTMENT MANAGEMENT INC | 679,537 | $55,736,000 | 12.32% |
PIERSHALE FINANCIAL GROUP, INC. | 299,995 | $24,606,000 | 12.01% |
Harborview Advisors, LLC | 124,130 | $10,181,000 | 10.35% |