SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 546 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 1.18 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,277,157 | +13.2% | 17,409 | +15.7% | 0.23% | +17.1% |
| Q2 2023 | $1,127,848 | +36.4% | 15,048 | +18.6% | 0.19% | +28.7% |
| Q1 2023 | $826,747 | -1.0% | 12,686 | -15.2% | 0.15% | -21.9% |
| Q3 2022 | $835,000 | +15.8% | 14,963 | +20.4% | 0.19% | +31.5% |
| Q2 2022 | $721,000 | +29.4% | 12,427 | +66.9% | 0.15% | +39.0% |
| Q1 2022 | $557,000 | -4.9% | 7,444 | +108.2% | 0.10% | +43.8% |
| Q4 2021 | $586,000 | +8.7% | 3,576 | -1.7% | 0.07% | -32.4% |
| Q3 2021 | $539,000 | +1.1% | 3,638 | -0.4% | 0.11% | +0.9% |
| Q2 2021 | $533,000 | +9.0% | 3,652 | -3.1% | 0.11% | 0.0% |
| Q1 2021 | $489,000 | -29.8% | 3,768 | -30.6% | 0.11% | -36.3% |
| Q4 2020 | $697,000 | -0.6% | 5,426 | -5.5% | 0.17% | -4.5% |
| Q3 2020 | $701,000 | +13.8% | 5,739 | -5.5% | 0.18% | +8.0% |
| Q2 2020 | $616,000 | +26.7% | 6,071 | -0.5% | 0.16% | +8.7% |
| Q1 2020 | $486,000 | -21.7% | 6,100 | -8.8% | 0.15% | -8.5% |
| Q4 2019 | $621,000 | +1.6% | 6,687 | -8.7% | 0.16% | -13.2% |
| Q3 2019 | $611,000 | -66.9% | 7,323 | -67.0% | 0.19% | -68.3% |
| Q2 2019 | $1,845,000 | +0.1% | 22,173 | -4.5% | 0.60% | -2.1% |
| Q1 2019 | $1,844,000 | -13.2% | 23,210 | -19.2% | 0.61% | -18.9% |
| Q4 2018 | $2,125,000 | +12.5% | 28,743 | +24.8% | 0.75% | +19.6% |
| Q3 2018 | $1,889,000 | +2.7% | 23,032 | -5.1% | 0.63% | -7.5% |
| Q2 2018 | $1,839,000 | +253.0% | 24,264 | +234.3% | 0.68% | +236.1% |
| Q1 2018 | $521,000 | +24.3% | 7,259 | +22.6% | 0.20% | +11.6% |
| Q4 2017 | $419,000 | – | 5,922 | – | 0.18% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Marquette Asset Management, LLC | 849,509 | $70,688,000 | 23.88% |
| APPLETON GROUP, LLC | 248,749 | $20,698,000 | 23.10% |
| Avantax Planning Partners, Inc. | 3,957,211 | $333,712,000 | 21.59% |
| Fund Evaluation Group, LLC | 1,378,707 | $114,722,000 | 19.35% |
| Reitz Capital Advisors LLC | 203,482 | $16,932,000 | 19.09% |
| Roof Advisory Group, Inc. | 303,965 | $25,292,000 | 14.71% |
| Mokosak Advisory Group, LLC | 233,547 | $19,461,000 | 13.14% |
| COLTON GROOME FINANCIAL ADVISORS, LLC | 196,482 | $16,349,000 | 13.10% |
| HHM Wealth Advisors, LLC | 262,104 | $21,810,000 | 12.86% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 119,104 | $9,910,000 | 12.78% |