SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 115 filers reported holding SCHWAB STRATEGIC TR in Q4 2014. The put-call ratio across all filers is 2.49 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $34,322 | +12.0% | 471,981 | +15.5% | 0.16% | +14.3% |
Q2 2023 | $30,637 | +32.4% | 408,763 | +15.2% | 0.14% | +23.9% |
Q1 2023 | $23,134 | +6.0% | 354,976 | -9.6% | 0.11% | 0.0% |
Q4 2022 | $21,822 | -99.9% | 392,759 | -30.5% | 0.11% | -36.5% |
Q3 2022 | $31,530,000 | -0.1% | 564,959 | +3.8% | 0.18% | +4.7% |
Q2 2022 | $31,572,000 | +5.2% | 544,447 | +35.7% | 0.17% | +23.2% |
Q1 2022 | $30,022,000 | -3.3% | 401,262 | +111.7% | 0.14% | -0.7% |
Q4 2021 | $31,040,000 | -1.8% | 189,556 | -11.2% | 0.14% | -10.9% |
Q3 2021 | $31,605,000 | +14.7% | 213,418 | +13.1% | 0.16% | +18.2% |
Q2 2021 | $27,546,000 | +20.4% | 188,726 | +7.1% | 0.13% | +6.5% |
Q1 2021 | $22,877,000 | -8.6% | 176,273 | -9.6% | 0.12% | -15.1% |
Q4 2020 | $25,032,000 | +19.5% | 194,939 | +7.2% | 0.15% | +3.5% |
Q3 2020 | $20,939,000 | -40.8% | 181,808 | -47.8% | 0.14% | -47.0% |
Q2 2020 | $35,361,000 | +97.7% | 348,243 | +55.0% | 0.27% | +54.7% |
Q1 2020 | $17,890,000 | -28.3% | 224,606 | -16.3% | 0.17% | -10.9% |
Q4 2019 | $24,946,000 | +22.7% | 268,491 | +10.9% | 0.19% | +8.4% |
Q3 2019 | $20,332,000 | +5.8% | 242,021 | +4.8% | 0.18% | +1.1% |
Q2 2019 | $19,214,000 | +29.7% | 230,913 | +23.8% | 0.18% | +23.9% |
Q1 2019 | $14,814,000 | -27.3% | 186,510 | -36.9% | 0.14% | -36.9% |
Q4 2018 | $20,376,000 | +3.7% | 295,609 | +23.4% | 0.22% | +19.7% |
Q3 2018 | $19,653,000 | +28.9% | 239,616 | +19.1% | 0.19% | +16.8% |
Q2 2018 | $15,245,000 | +16.2% | 201,170 | +9.9% | 0.16% | +8.8% |
Q1 2018 | $13,122,000 | +11.4% | 182,987 | +9.8% | 0.15% | +6.5% |
Q4 2017 | $11,783,000 | +109.8% | 166,640 | +96.0% | 0.14% | +85.3% |
Q3 2017 | $5,616,000 | +61.5% | 85,006 | +54.5% | 0.08% | +47.1% |
Q2 2017 | $3,478,000 | +24.5% | 55,025 | +19.1% | 0.05% | +6.2% |
Q1 2017 | $2,794,000 | +42.8% | 46,198 | +31.9% | 0.05% | +29.7% |
Q4 2016 | $1,956,000 | +17.4% | 35,037 | +16.7% | 0.04% | +19.4% |
Q3 2016 | $1,666,000 | +27.2% | 30,027 | +20.3% | 0.03% | +10.7% |
Q2 2016 | $1,310,000 | +20.8% | 24,968 | +20.7% | 0.03% | +12.0% |
Q1 2016 | $1,084,000 | -64.3% | 20,678 | -64.0% | 0.02% | -65.3% |
Q4 2015 | $3,035,000 | +544.4% | 57,442 | +509.3% | 0.07% | +414.3% |
Q3 2015 | $471,000 | -4.7% | 9,427 | +2.5% | 0.01% | 0.0% |
Q2 2015 | $494,000 | +24.7% | 9,201 | +25.1% | 0.01% | +27.3% |
Q1 2015 | $396,000 | -76.6% | 7,357 | -77.5% | 0.01% | -78.8% |
Q4 2014 | $1,695,000 | +309.4% | 32,728 | +288.4% | 0.05% | +333.3% |
Q3 2014 | $414,000 | +76.9% | 8,427 | +74.4% | 0.01% | +50.0% |
Q2 2014 | $234,000 | – | 4,832 | – | 0.01% | – |
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% |