SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 221 filers reported holding SCHWAB STRATEGIC TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,845 | -3.0% | 39,102 | +0.0% | 0.24% | -3.2% |
| Q2 2023 | $2,932 | +18.7% | 39,097 | +3.1% | 0.25% | +9.2% |
| Q1 2023 | $2,471 | +16.6% | 37,928 | -0.6% | 0.23% | +6.5% |
| Q4 2022 | $2,120 | -99.9% | 38,175 | +0.6% | 0.22% | -7.7% |
| Q3 2022 | $2,120,000 | -25.3% | 37,964 | +0.0% | 0.23% | -26.3% |
| Q1 2022 | $2,839,000 | -11.4% | 37,952 | +94.0% | 0.32% | -18.1% |
| Q4 2021 | $3,204,000 | +4.3% | 19,558 | -5.7% | 0.39% | -4.7% |
| Q3 2021 | $3,073,000 | +1.8% | 20,749 | +0.2% | 0.40% | -10.0% |
| Q2 2021 | $3,018,000 | +13.6% | 20,698 | +1.1% | 0.45% | -25.0% |
| Q1 2021 | $2,657,000 | -5.1% | 20,473 | -6.1% | 0.60% | +7.5% |
| Q4 2020 | $2,799,000 | +7.5% | 21,806 | -3.6% | 0.56% | -2.8% |
| Q3 2020 | $2,603,000 | +8.4% | 22,618 | -4.4% | 0.57% | -12.2% |
| Q2 2020 | $2,402,000 | +26.6% | 23,655 | -0.5% | 0.65% | +15.8% |
| Q1 2020 | $1,898,000 | -14.0% | 23,780 | +0.1% | 0.56% | -9.5% |
| Q4 2019 | $2,208,000 | +12.8% | 23,760 | +2.1% | 0.62% | -4.1% |
| Q3 2019 | $1,957,000 | +1.0% | 23,269 | +0.0% | 0.65% | +4.2% |
| Q2 2019 | $1,937,000 | +3.7% | 23,264 | -1.0% | 0.62% | -3.8% |
| Q1 2019 | $1,868,000 | +15.5% | 23,506 | +0.2% | 0.65% | -2.1% |
| Q4 2018 | $1,617,000 | -10.2% | 23,466 | +6.9% | 0.66% | -1.9% |
| Q3 2018 | $1,801,000 | -5.9% | 21,959 | -12.9% | 0.68% | +3.5% |
| Q2 2018 | $1,914,000 | +3580.8% | 25,207 | +3396.1% | 0.65% | +2415.4% |
| Q1 2018 | $52,000 | +1200.0% | 721 | +1026.6% | 0.03% | +1200.0% |
| Q4 2017 | $4,000 | +100.0% | 64 | +106.5% | 0.00% | +100.0% |
| Q3 2017 | $2,000 | 0.0% | 31 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $2,000 | 0.0% | 31 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $2,000 | -33.3% | 31 | -50.0% | 0.00% | -50.0% |
| Q4 2016 | $3,000 | 0.0% | 62 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $3,000 | -40.0% | 62 | -35.4% | 0.00% | -33.3% |
| Q2 2016 | $5,000 | 0.0% | 96 | +5.5% | 0.00% | -25.0% |
| Q1 2016 | $5,000 | +25.0% | 91 | +35.8% | 0.00% | +33.3% |
| Q4 2015 | $4,000 | – | 67 | – | 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% |