SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 181 filers reported holding SCHWAB STRATEGIC TR in Q3 2016. The put-call ratio across all filers is 0.85 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $35,196 | -18.0% | 484 | -15.5% | 0.00% | – |
| Q2 2023 | $42,946 | +5.4% | 573 | -8.3% | 0.00% | – |
| Q1 2023 | $40,732 | -35.4% | 625 | -44.9% | 0.00% | – |
| Q4 2022 | $63,005 | -7.3% | 1,134 | -7.0% | 0.00% | – |
| Q3 2022 | $68,000 | -4.2% | 1,219 | -0.6% | 0.00% | – |
| Q2 2022 | $71,000 | -24.5% | 1,226 | -2.9% | 0.00% | – |
| Q1 2022 | $94,000 | -14.5% | 1,262 | +87.8% | 0.00% | – |
| Q4 2021 | $110,000 | +26.4% | 672 | +13.3% | 0.00% | – |
| Q3 2021 | $87,000 | -4.4% | 593 | -5.3% | 0.00% | – |
| Q2 2021 | $91,000 | +35.8% | 626 | +21.1% | 0.00% | – |
| Q1 2021 | $67,000 | +13.6% | 517 | +12.4% | 0.00% | – |
| Q4 2020 | $59,000 | -16.9% | 460 | -25.6% | 0.00% | – |
| Q3 2020 | $71,000 | +1.4% | 618 | -9.9% | 0.00% | – |
| Q2 2020 | $70,000 | +11.1% | 686 | -12.8% | 0.00% | – |
| Q1 2020 | $63,000 | -34.4% | 787 | -23.9% | 0.00% | – |
| Q4 2019 | $96,000 | +50.0% | 1,034 | +35.5% | 0.00% | – |
| Q3 2019 | $64,000 | +18.5% | 763 | +17.2% | 0.00% | – |
| Q2 2019 | $54,000 | -36.5% | 651 | -39.7% | 0.00% | – |
| Q1 2019 | $85,000 | -5.6% | 1,080 | -17.2% | 0.00% | – |
| Q4 2018 | $90,000 | -33.3% | 1,304 | -20.8% | 0.00% | – |
| Q3 2018 | $135,000 | +7.1% | 1,646 | -1.6% | 0.00% | – |
| Q2 2018 | $126,000 | +12.5% | 1,673 | +7.2% | 0.00% | – |
| Q1 2018 | $112,000 | -5.1% | 1,561 | -6.6% | 0.00% | – |
| Q4 2017 | $118,000 | -1.7% | 1,672 | -8.2% | 0.00% | – |
| Q3 2017 | $120,000 | +6.2% | 1,822 | +2.2% | 0.00% | – |
| Q2 2017 | $113,000 | -6.6% | 1,782 | -11.3% | 0.00% | – |
| Q1 2017 | $121,000 | +30.1% | 2,008 | +20.3% | 0.00% | – |
| Q4 2016 | $93,000 | +272.0% | 1,669 | +264.4% | 0.00% | – |
| Q3 2016 | $25,000 | +4.2% | 458 | 0.0% | 0.00% | – |
| Q2 2016 | $24,000 | 0.0% | 458 | -1.5% | 0.00% | – |
| Q1 2016 | $24,000 | -53.8% | 465 | -52.3% | 0.00% | – |
| Q4 2015 | $52,000 | – | 975 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Avantax Planning Partners, Inc. | 3,705,079 | $475,769,000 | 24.48% |
| Treybourne Wealth Planners, Inc. | 253,718 | $32,580,000 | 23.46% |
| Marquette Asset Management, LLC | 757,450 | $97,264,000 | 22.41% |
| Triton Wealth Management, PLLC | 256,008 | $32,646,000 | 20.78% |
| Reitz Capital Advisors LLC | 198,181 | $25,449,000 | 20.46% |
| Northern Capital Management, Inc. | 161,336 | $20,717,000 | 20.16% |
| Mokosak Advisory Group, LLC | 292,078 | $37,512,000 | 17.92% |
| APPLETON GROUP, LLC | 142,386 | $18,284,000 | 17.84% |
| Fund Evaluation Group, LLC | 1,058,546 | $135,928,000 | 15.98% |
| Reby Advisors, LLC | 401,465 | $51,552,000 | 13.50% |