SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 265 filers reported holding SCHWAB STRATEGIC TR in Q3 2017. The put-call ratio across all filers is 0.15 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $13,075,000 | -0.8% | 88,289 | -2.2% | 0.29% | -4.6% |
| Q2 2021 | $13,179,000 | +9.4% | 90,289 | -2.7% | 0.31% | -1.6% |
| Q1 2021 | $12,042,000 | +0.8% | 92,787 | -0.3% | 0.31% | -8.0% |
| Q4 2020 | $11,945,000 | +80.8% | 93,021 | +62.1% | 0.34% | +50.0% |
| Q3 2020 | $6,608,000 | +13.9% | 57,374 | +0.4% | 0.23% | -3.4% |
| Q2 2020 | $5,804,000 | +24.3% | 57,164 | -2.5% | 0.23% | -11.4% |
| Q1 2020 | $4,669,000 | -13.7% | 58,620 | +0.6% | 0.26% | +5.2% |
| Q4 2019 | $5,412,000 | +9.8% | 58,249 | -0.7% | 0.25% | -1.2% |
| Q3 2019 | $4,930,000 | +0.2% | 58,688 | -0.7% | 0.25% | -2.3% |
| Q2 2019 | $4,920,000 | +4.5% | 59,122 | -0.3% | 0.26% | +6.1% |
| Q1 2019 | $4,708,000 | +16.2% | 59,279 | +0.9% | 0.24% | +2.5% |
| Q4 2018 | $4,050,000 | +93.4% | 58,756 | +130.1% | 0.24% | +89.7% |
| Q3 2018 | $2,094,000 | +8.4% | 25,536 | +0.2% | 0.13% | -10.0% |
| Q2 2018 | $1,931,000 | -1.1% | 25,484 | -6.4% | 0.14% | +3.7% |
| Q1 2018 | $1,953,000 | -2.1% | 27,236 | -3.5% | 0.14% | -1.5% |
| Q4 2017 | $1,995,000 | +2.5% | 28,219 | -4.2% | 0.14% | -11.0% |
| Q3 2017 | $1,947,000 | -1.2% | 29,466 | -5.5% | 0.15% | -11.0% |
| Q2 2017 | $1,971,000 | -7.5% | 31,181 | -11.5% | 0.17% | -6.0% |
| Q1 2017 | $2,131,000 | -35.2% | 35,231 | -40.2% | 0.18% | -38.3% |
| Q4 2016 | $3,291,000 | +8.1% | 58,949 | +7.5% | 0.30% | +6.8% |
| Q3 2016 | $3,044,000 | +16.1% | 54,861 | +9.7% | 0.28% | +12.0% |
| Q2 2016 | $2,623,000 | +12.0% | 49,996 | +11.9% | 0.25% | +7.8% |
| Q1 2016 | $2,343,000 | +201.5% | 44,687 | +203.9% | 0.23% | +225.4% |
| Q4 2015 | $777,000 | – | 14,704 | – | 0.07% | – |
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% |