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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,243,198 | -9.1% | 44,598 | -6.3% | 2.05% | -11.1% |
Q2 2023 | $3,566,079 | +14.8% | 47,579 | -0.1% | 2.31% | +5.9% |
Q1 2023 | $3,105,118 | +17.1% | 47,646 | -0.2% | 2.18% | +9.9% |
Q4 2022 | $2,651,958 | -1.9% | 47,731 | -1.4% | 1.98% | -8.1% |
Q3 2022 | $2,703,000 | -2.3% | 48,431 | +1.5% | 2.16% | +3.1% |
Q2 2022 | $2,767,000 | -63.4% | 47,715 | -52.8% | 2.10% | -19.2% |
Q1 2022 | $7,564,000 | +83.8% | 101,100 | +302.2% | 2.59% | -4.0% |
Q4 2021 | $4,116,000 | -0.5% | 25,137 | -10.0% | 2.70% | -8.7% |
Q3 2021 | $4,136,000 | -32.4% | 27,931 | -33.4% | 2.96% | -34.6% |
Q2 2021 | $6,118,000 | +3.3% | 41,916 | -8.1% | 4.52% | -2.4% |
Q1 2021 | $5,920,000 | -0.3% | 45,612 | -1.4% | 4.63% | -7.1% |
Q4 2020 | $5,940,000 | +10.7% | 46,260 | -0.7% | 4.99% | -2.4% |
Q3 2020 | $5,364,000 | +11.2% | 46,577 | -1.9% | 5.11% | +2.2% |
Q2 2020 | $4,823,000 | +18.9% | 47,501 | -6.8% | 5.00% | +77.8% |
Q1 2020 | $4,058,000 | -15.8% | 50,958 | -1.8% | 2.81% | -10.8% |
Q4 2019 | $4,822,000 | +4.3% | 51,907 | -5.7% | 3.15% | -4.3% |
Q3 2019 | $4,624,000 | -21.3% | 55,051 | -22.1% | 3.29% | -10.2% |
Q2 2019 | $5,879,000 | -6.7% | 70,663 | -10.9% | 3.67% | +8.7% |
Q1 2019 | $6,299,000 | +14.4% | 79,305 | -0.7% | 3.38% | +1.5% |
Q4 2018 | $5,504,000 | -14.5% | 79,860 | +1.7% | 3.32% | -14.5% |
Q3 2018 | $6,440,000 | +14.8% | 78,521 | +6.0% | 3.89% | +9.1% |
Q2 2018 | $5,612,000 | +13.5% | 74,067 | +7.4% | 3.56% | +18.8% |
Q1 2018 | $4,946,000 | +5.0% | 68,976 | +3.5% | 3.00% | +5.4% |
Q4 2017 | $4,712,000 | +14.8% | 66,650 | +7.3% | 2.84% | +9.6% |
Q3 2017 | $4,104,000 | +4.4% | 62,126 | -0.1% | 2.60% | +0.2% |
Q2 2017 | $3,931,000 | +7.5% | 62,209 | +2.9% | 2.59% | +9.8% |
Q1 2017 | $3,656,000 | +13.0% | 60,453 | +4.3% | 2.36% | +7.6% |
Q4 2016 | $3,235,000 | -14.9% | 57,949 | -15.4% | 2.19% | -6.1% |
Q3 2016 | $3,801,000 | +7.1% | 68,514 | +1.3% | 2.34% | +6.4% |
Q2 2016 | $3,549,000 | -2.5% | 67,642 | -2.6% | 2.19% | -7.5% |
Q1 2016 | $3,641,000 | -3.2% | 69,474 | -2.4% | 2.37% | -4.3% |
Q4 2015 | $3,762,000 | +4.7% | 71,210 | -1.0% | 2.48% | +5.1% |
Q3 2015 | $3,593,000 | -1.4% | 71,893 | +5.9% | 2.36% | +8.1% |
Q2 2015 | $3,643,000 | +6.6% | 67,885 | +7.0% | 2.18% | +5.6% |
Q1 2015 | $3,418,000 | +38.2% | 63,446 | +32.9% | 2.06% | +46.7% |
Q4 2014 | $2,473,000 | +28.2% | 47,751 | +21.7% | 1.41% | +40.6% |
Q3 2014 | $1,929,000 | +14.8% | 39,233 | +13.2% | 1.00% | +16.9% |
Q2 2014 | $1,681,000 | +147.2% | 34,653 | +134.3% | 0.86% | +130.1% |
Q1 2014 | $680,000 | +2515.4% | 14,793 | +2518.2% | 0.37% | +1760.0% |
Q4 2013 | $26,000 | +188.9% | 565 | +151.1% | 0.02% | +150.0% |
Q3 2013 | $9,000 | 0.0% | 225 | 0.0% | 0.01% | +14.3% |
Q2 2013 | $9,000 | – | 225 | – | 0.01% | – |
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% |