SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 181 filers reported holding SCHWAB STRATEGIC TR in Q3 2016. The put-call ratio across all filers is 0.85 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $1,672,000 | +450.0% | 10,212 | +396.0% | 0.11% | +358.3% |
| Q3 2021 | $304,000 | -1.0% | 2,059 | -2.1% | 0.02% | -4.0% |
| Q2 2021 | $307,000 | +6.6% | 2,104 | -5.2% | 0.02% | -3.8% |
| Q1 2021 | $288,000 | +5.5% | 2,219 | +4.3% | 0.03% | 0.0% |
| Q4 2020 | $273,000 | +12.8% | 2,127 | +1.0% | 0.03% | 0.0% |
| Q3 2020 | $242,000 | +9.0% | 2,105 | -3.7% | 0.03% | 0.0% |
| Q2 2020 | $222,000 | +24.7% | 2,186 | -2.0% | 0.03% | +13.0% |
| Q1 2020 | $178,000 | -16.0% | 2,231 | -2.3% | 0.02% | +4.5% |
| Q4 2019 | $212,000 | +11.0% | 2,284 | +0.4% | 0.02% | +4.8% |
| Q3 2019 | $191,000 | +0.5% | 2,276 | -0.2% | 0.02% | +5.0% |
| Q2 2019 | $190,000 | +32.9% | 2,281 | +9.8% | 0.02% | -33.3% |
| Q4 2018 | $143,000 | +1000.0% | 2,078 | +939.0% | 0.03% | +650.0% |
| Q3 2017 | $13,000 | -100.0% | 200 | -58.3% | 0.00% | -42.9% |
| Q2 2017 | $30,000,000 | +25.0% | 480 | +26.0% | 0.01% | 0.0% |
| Q1 2017 | $24,000,000 | -74.5% | 381 | -77.5% | 0.01% | -58.8% |
| Q4 2016 | $94,000,000 | +939900.0% | 1,692 | +834.8% | 0.02% | +750.0% |
| Q3 2016 | $10,000 | +11.1% | 181 | 0.0% | 0.00% | -33.3% |
| Q2 2016 | $9,000 | 0.0% | 181 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $9,000 | 0.0% | 181 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $9,000 | – | 181 | – | 0.00% | – |
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% |