SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 325 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is 0.20 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $62,000 | +12.7% | 374 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $55,000 | +1.9% | 374 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $54,000 | +12.5% | 374 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $48,000 | 0.0% | 374 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $48,000 | +84.6% | 374 | +64.8% | 0.00% | +50.0% |
| Q3 2020 | $26,000 | +8.3% | 227 | -6.6% | 0.00% | 0.0% |
| Q2 2020 | $24,000 | -11.1% | 243 | -29.8% | 0.00% | -33.3% |
| Q1 2020 | $27,000 | -15.6% | 346 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $32,000 | +10.3% | 346 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $29,000 | +3.6% | 346 | 0.0% | 0.00% | +50.0% |
| Q2 2019 | $28,000 | +3.7% | 346 | 0.0% | 0.00% | -33.3% |
| Q1 2019 | $27,000 | -6.9% | 346 | -17.2% | 0.00% | 0.0% |
| Q4 2018 | $29,000 | -12.1% | 418 | +1.7% | 0.00% | 0.0% |
| Q3 2018 | $33,000 | +371.4% | 411 | +299.0% | 0.00% | +200.0% |
| Q2 2018 | $7,000 | 0.0% | 103 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $7,000 | +16.7% | 103 | +8.4% | 0.00% | 0.0% |
| Q4 2017 | $6,000 | -68.4% | 95 | -67.9% | 0.00% | -50.0% |
| Q3 2017 | $19,000 | +280.0% | 296 | +236.4% | 0.00% | +100.0% |
| Q2 2017 | $5,000 | +150.0% | 88 | +131.6% | 0.00% | – |
| Q1 2017 | $2,000 | 0.0% | 38 | 0.0% | 0.00% | – |
| Q4 2016 | $2,000 | 0.0% | 38 | 0.0% | 0.00% | – |
| Q3 2016 | $2,000 | -87.5% | 38 | -88.2% | 0.00% | -100.0% |
| Q2 2016 | $16,000 | – | 321 | – | 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% |