SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 574 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 1.33 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $401,752 | -3.0% | 5,525 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $414,072 | +15.0% | 5,525 | 0.0% | 0.02% | +10.0% |
| Q1 2023 | $360,041 | +10.8% | 5,525 | -5.5% | 0.02% | +5.3% |
| Q4 2022 | $324,987 | -0.3% | 5,849 | 0.0% | 0.02% | -20.8% |
| Q3 2022 | $326,000 | -3.8% | 5,849 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $339,000 | -22.6% | 5,849 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $438,000 | -8.6% | 5,849 | +100.0% | 0.02% | -7.7% |
| Q4 2021 | $479,000 | -99.9% | 2,925 | 0.0% | 0.03% | -3.7% |
| Q3 2021 | $433,208,000 | +1.5% | 2,925 | 0.0% | 0.03% | +3.8% |
| Q2 2021 | $426,978,000 | +12.5% | 2,925 | 0.0% | 0.03% | +13.0% |
| Q1 2021 | $379,646,000 | +100869.7% | 2,925 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $376,000 | -99.9% | 2,925 | 0.0% | 0.02% | -46.5% |
| Q3 2020 | $336,907,000 | +13.3% | 2,925 | -75.6% | 0.04% | +2.4% |
| Q2 2020 | $297,332,000 | +27.6% | 11,976 | +309.4% | 0.04% | 0.0% |
| Q1 2020 | $233,001,000 | -14.3% | 2,925 | 0.0% | 0.04% | +16.7% |
| Q4 2019 | $271,790,000 | +110834.7% | 2,925 | 0.0% | 0.04% | 0.0% |
| Q3 2019 | $245,000 | -99.9% | 2,925 | -43.8% | 0.04% | -45.5% |
| Q2 2019 | $433,348,000 | – | 5,208 | – | 0.07% | – |
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% |