SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 143 filers reported holding SCHWAB STRATEGIC TR in Q3 2015. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $413,777 | +11.6% | 5,690 | 0.0% | 0.20% | +2.5% |
Q2 2023 | $370,817 | +99850.7% | 5,690 | 0.0% | 0.20% | -0.5% |
Q1 2023 | $371 | +17.4% | 5,690 | 0.0% | 0.20% | +13.1% |
Q4 2022 | $316 | -99.9% | 5,690 | 0.0% | 0.18% | -57.7% |
Q3 2022 | $318,000 | -3.6% | 5,690 | 0.0% | 0.41% | +1.7% |
Q2 2022 | $330,000 | -22.5% | 5,690 | 0.0% | 0.41% | -14.0% |
Q1 2022 | $426,000 | -8.6% | 5,690 | +100.0% | 0.47% | -10.6% |
Q4 2021 | $466,000 | +10.7% | 2,845 | 0.0% | 0.53% | +3.1% |
Q3 2021 | $421,000 | +1.4% | 2,845 | 0.0% | 0.51% | -0.8% |
Q2 2021 | $415,000 | +12.5% | 2,845 | 0.0% | 0.52% | -1.5% |
Q1 2021 | $369,000 | +1.1% | 2,845 | 0.0% | 0.52% | -13.1% |
Q4 2020 | $365,000 | +11.3% | 2,845 | 0.0% | 0.60% | -4.3% |
Q3 2020 | $328,000 | -1.5% | 2,845 | -13.4% | 0.63% | -23.8% |
Q2 2020 | $333,000 | +27.6% | 3,284 | +0.0% | 0.83% | +14.0% |
Q1 2020 | $261,000 | -14.4% | 3,283 | +0.0% | 0.73% | -25.8% |
Q4 2019 | $305,000 | +10.5% | 3,282 | +0.1% | 0.98% | +5.3% |
Q3 2019 | $276,000 | +1.1% | 3,280 | +0.0% | 0.93% | -0.1% |
Q2 2019 | $273,000 | +5.0% | 3,279 | 0.0% | 0.93% | +0.9% |
Q1 2019 | $260,000 | +15.0% | 3,279 | +0.1% | 0.92% | +6.7% |
Q4 2018 | $226,000 | -16.0% | 3,277 | +0.1% | 0.86% | -6.1% |
Q3 2018 | $269,000 | +8.5% | 3,275 | +0.0% | 0.92% | -0.9% |
Q2 2018 | $248,000 | +5.5% | 3,274 | 0.0% | 0.93% | -0.3% |
Q1 2018 | $235,000 | +1.7% | 3,274 | +0.0% | 0.93% | +2.1% |
Q4 2017 | $231,000 | +6.5% | 3,273 | -0.2% | 0.91% | -0.8% |
Q3 2017 | $217,000 | +20.6% | 3,279 | +15.3% | 0.92% | +7.2% |
Q2 2017 | $180,000 | +4.7% | 2,845 | 0.0% | 0.86% | +6.8% |
Q1 2017 | $172,000 | +8.2% | 2,845 | 0.0% | 0.80% | +1.6% |
Q4 2016 | $159,000 | +0.6% | 2,845 | 0.0% | 0.79% | -4.1% |
Q3 2016 | $158,000 | +6.0% | 2,845 | 0.0% | 0.82% | +3.9% |
Q2 2016 | $149,000 | 0.0% | 2,845 | 0.0% | 0.79% | -3.4% |
Q1 2016 | $149,000 | -0.7% | 2,845 | 0.0% | 0.82% | -6.9% |
Q4 2015 | $150,000 | +5.6% | 2,845 | 0.0% | 0.88% | +5.9% |
Q3 2015 | $142,000 | – | 2,845 | – | 0.83% | – |
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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% |