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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $379,000 | -93.3% | 5,065 | -85.4% | 0.01% | -91.5% |
| Q4 2021 | $5,692,000 | +93.2% | 34,766 | +74.7% | 0.15% | +29.7% |
| Q3 2021 | $2,946,000 | +232.9% | 19,895 | +228.3% | 0.12% | +168.2% |
| Q2 2021 | $885,000 | +145.2% | 6,060 | +117.6% | 0.04% | +120.0% |
| Q1 2021 | $361,000 | -39.3% | 2,785 | -46.1% | 0.02% | -54.5% |
| Q3 2020 | $595,000 | +0.8% | 5,167 | -11.0% | 0.04% | -6.4% |
| Q2 2020 | $590,000 | -73.0% | 5,806 | -78.8% | 0.05% | -60.8% |
| Q1 2020 | $2,183,000 | +240.6% | 27,403 | +239.6% | 0.12% | +224.3% |
| Q1 2019 | $641,000 | +3.2% | 8,069 | -8.1% | 0.04% | -33.9% |
| Q4 2017 | $621,000 | +717.1% | 8,776 | +541.5% | 0.06% | +1020.0% |
| Q4 2016 | $76,000 | -91.4% | 1,368 | -91.4% | 0.01% | -93.9% |
| Q3 2016 | $886,000 | – | 15,968 | – | 0.08% | – |
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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% |