SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 674 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 0.56 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $177,219 | +60.2% | 2,437 | +65.1% | 0.01% | +66.7% |
| Q2 2023 | $110,626 | +15.0% | 1,476 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $96,191 | +17.3% | 1,476 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $82,007 | +0.0% | 1,476 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $82,000 | -4.7% | 1,476 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $86,000 | -21.8% | 1,476 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $110,000 | -9.1% | 1,476 | +100.0% | 0.00% | 0.0% |
| Q4 2021 | $121,000 | +11.0% | 738 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $109,000 | +0.9% | 738 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $108,000 | +12.5% | 738 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $96,000 | +12.9% | 738 | 0.0% | 0.00% | -25.0% |
| Q4 2020 | $85,000 | 0.0% | 738 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $85,000 | +13.3% | 738 | 0.0% | 0.00% | +33.3% |
| Q2 2020 | $75,000 | +27.1% | 738 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $59,000 | +1866.7% | 738 | +1894.6% | 0.00% | – |
| Q4 2019 | $3,000 | 0.0% | 37 | 0.0% | 0.00% | – |
| Q3 2019 | $3,000 | 0.0% | 37 | 0.0% | 0.00% | – |
| Q2 2019 | $3,000 | -50.0% | 37 | -52.6% | 0.00% | – |
| Q1 2019 | $6,000 | -75.0% | 78 | -77.4% | 0.00% | -100.0% |
| Q4 2018 | $24,000 | – | 345 | +4212.5% | 0.00% | – |
| Q1 2016 | $0 | – | 8 | 0.0% | 0.00% | – |
| Q4 2015 | $0 | – | 8 | 0.0% | 0.00% | – |
| Q3 2015 | $0 | – | 8 | 0.0% | 0.00% | – |
| Q2 2015 | $0 | – | 8 | 0.0% | 0.00% | – |
| Q1 2015 | $0 | – | 8 | 0.0% | 0.00% | – |
| Q3 2014 | $0 | – | 8 | 0.0% | 0.00% | – |
| Q2 2014 | $0 | – | 8 | – | 0.00% | – |
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% |