SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 368 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is 0.77 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $7,053,000 | -0.6% | 126,368 | +3.3% | 0.30% | +1.3% |
Q2 2022 | $7,096,000 | +178.1% | 122,275 | +258.7% | 0.30% | +205.1% |
Q1 2022 | $2,552,000 | +1.8% | 34,088 | +101.5% | 0.10% | -19.7% |
Q3 2021 | $2,506,000 | +0.9% | 16,919 | -0.5% | 0.12% | +8.0% |
Q2 2021 | $2,483,000 | +13.4% | 17,009 | +0.8% | 0.11% | -0.9% |
Q1 2021 | $2,189,000 | -0.2% | 16,869 | -1.3% | 0.11% | -2.6% |
Q4 2020 | $2,194,000 | +69.8% | 17,089 | +52.3% | 0.12% | +9.3% |
Q3 2020 | $1,292,000 | +12.0% | 11,221 | +0.1% | 0.11% | +0.9% |
Q2 2020 | $1,154,000 | -78.7% | 11,208 | -83.7% | 0.11% | -78.3% |
Q1 2020 | $5,411,000 | -19.0% | 68,626 | -3.7% | 0.49% | +1.7% |
Q4 2019 | $6,682,000 | -7.4% | 71,240 | -17.3% | 0.48% | -12.2% |
Q3 2019 | $7,213,000 | -14.5% | 86,182 | -14.9% | 0.55% | -13.7% |
Q2 2019 | $8,441,000 | +47.0% | 101,245 | +40.1% | 0.64% | +30.9% |
Q1 2019 | $5,742,000 | +69.2% | 72,258 | +47.1% | 0.48% | +60.6% |
Q4 2018 | $3,394,000 | -44.4% | 49,109 | -34.0% | 0.30% | -60.5% |
Q3 2018 | $6,104,000 | +10.8% | 74,431 | +2.4% | 0.76% | -21.6% |
Q2 2018 | $5,507,000 | +7.8% | 72,675 | +2.0% | 0.98% | +210.5% |
Q1 2018 | $5,108,000 | +2.7% | 71,244 | +1.3% | 0.31% | -39.6% |
Q4 2017 | $4,975,000 | +9.7% | 70,355 | +2.5% | 0.52% | -29.4% |
Q3 2017 | $4,534,000 | +2.4% | 68,624 | -2.1% | 0.74% | +16.1% |
Q2 2017 | $4,428,000 | -15.7% | 70,068 | -25.5% | 0.64% | -25.5% |
Q4 2016 | $5,253,000 | +199.3% | 94,092 | +197.5% | 0.85% | +240.8% |
Q3 2016 | $1,755,000 | -15.6% | 31,627 | -20.2% | 0.25% | -36.2% |
Q2 2016 | $2,079,000 | +28.0% | 39,631 | +28.0% | 0.39% | -24.3% |
Q1 2016 | $1,624,000 | -13.3% | 30,973 | -12.6% | 0.52% | -58.8% |
Q4 2015 | $1,873,000 | -7.7% | 35,452 | -12.7% | 1.26% | +61.6% |
Q3 2015 | $2,030,000 | -99.9% | 40,610 | -0.2% | 0.78% | -27.2% |
Q2 2015 | $2,183,349,000 | +10.1% | 40,681 | +10.6% | 1.07% | -3.5% |
Q1 2015 | $1,982,201,000 | -10.2% | 36,796 | -13.7% | 1.11% | +8.2% |
Q4 2014 | $2,207,549,000 | +21.2% | 42,625 | +15.1% | 1.02% | +7.6% |
Q3 2014 | $1,820,840,000 | +12.8% | 37,024 | +11.3% | 0.95% | +19.8% |
Q2 2014 | $1,613,824,000 | – | 33,261 | – | 0.79% | – |
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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% |