SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 66 filers reported holding SCHWAB STRATEGIC TR in Q1 2014. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $230,000 | -3.8% | 4,128 | 0.0% | 0.05% | +8.2% |
| Q2 2022 | $239,000 | -22.7% | 4,128 | 0.0% | 0.05% | -15.5% |
| Q1 2022 | $309,000 | -8.6% | 4,128 | +100.0% | 0.06% | +20.8% |
| Q4 2021 | $338,000 | +10.5% | 2,064 | 0.0% | 0.05% | +20.0% |
| Q3 2021 | $306,000 | +0.7% | 2,064 | -0.8% | 0.04% | +2.6% |
| Q2 2021 | $304,000 | +13.4% | 2,080 | +0.8% | 0.04% | +8.3% |
| Q1 2021 | $268,000 | +1.1% | 2,064 | 0.0% | 0.04% | -2.7% |
| Q4 2020 | $265,000 | +11.3% | 2,064 | 0.0% | 0.04% | +2.8% |
| Q3 2020 | $238,000 | +13.3% | 2,064 | 0.0% | 0.04% | +5.9% |
| Q2 2020 | $210,000 | -6.2% | 2,064 | -14.5% | 0.03% | +3.0% |
| Q4 2019 | $224,000 | +10.3% | 2,415 | 0.0% | 0.03% | +10.0% |
| Q3 2019 | $203,000 | -9.4% | 2,415 | -10.3% | 0.03% | 0.0% |
| Q2 2019 | $224,000 | +4.7% | 2,692 | 0.0% | 0.03% | +3.4% |
| Q1 2019 | $214,000 | -4.5% | 2,692 | -1.3% | 0.03% | -3.3% |
| Q3 2018 | $224,000 | +8.2% | 2,728 | +0.0% | 0.03% | -3.2% |
| Q2 2018 | $207,000 | -1.4% | 2,727 | -8.2% | 0.03% | 0.0% |
| Q4 2017 | $210,000 | 0.0% | 2,971 | -23.7% | 0.03% | -44.6% |
| Q1 2015 | $210,000 | +4.0% | 3,895 | 0.0% | 0.06% | +1.8% |
| Q4 2014 | $202,000 | +14.8% | 3,895 | 0.0% | 0.06% | +22.2% |
| Q4 2013 | $176,000 | – | 3,895 | – | 0.04% | – |
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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% |