SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 354 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2020 | $4,723,000 | +25.2% | 46,523 | -1.8% | 2.26% | +8.7% |
Q1 2020 | $3,773,000 | -58.4% | 47,379 | -51.5% | 2.07% | +19.7% |
Q4 2019 | $9,076,000 | +117.5% | 97,690 | +96.7% | 1.73% | +1.3% |
Q3 2019 | $4,173,000 | +4.8% | 49,677 | +3.8% | 1.71% | -4.0% |
Q2 2019 | $3,983,000 | +2.8% | 47,873 | -1.8% | 1.78% | +0.2% |
Q1 2019 | $3,873,000 | -42.5% | 48,762 | -50.1% | 1.78% | -2.0% |
Q4 2018 | $6,732,000 | -15.5% | 97,692 | +0.6% | 1.81% | -8.3% |
Q3 2018 | $7,964,000 | +8.1% | 97,114 | -0.1% | 1.98% | +6.1% |
Q2 2018 | $7,366,000 | +103.9% | 97,204 | +92.9% | 1.86% | -0.9% |
Q1 2018 | $3,613,000 | -2.7% | 50,395 | -10.3% | 1.88% | -16.5% |
Q3 2017 | $3,713,000 | +5.3% | 56,199 | +0.7% | 2.25% | +9.1% |
Q2 2017 | $3,527,000 | -99.9% | 55,816 | +0.4% | 2.06% | +14.8% |
Q1 2017 | $3,338,824,000 | +12.9% | 55,600 | +5.0% | 1.80% | +6.5% |
Q4 2016 | $2,956,554,000 | -47.8% | 52,956 | -48.1% | 1.69% | +1.0% |
Q3 2016 | $5,659,506,000 | +6.4% | 102,008 | +0.6% | 1.67% | -8.7% |
Q2 2016 | $5,319,302,000 | +0.6% | 101,378 | +0.5% | 1.83% | +5.5% |
Q1 2016 | $5,286,556,000 | -4.9% | 100,850 | -4.2% | 1.74% | -9.1% |
Q4 2015 | $5,561,414,000 | +117.0% | 105,270 | +105.3% | 1.91% | +2.0% |
Q3 2015 | $2,562,624,000 | -9.2% | 51,273 | -2.5% | 1.87% | +0.3% |
Q2 2015 | $2,821,056,000 | -50.1% | 52,563 | -49.9% | 1.87% | +0.8% |
Q1 2015 | $5,653,440,000 | – | 104,946 | – | 1.85% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Marquette Asset Management, LLC | 765,363 | $71,110,000 | 23.27% |
Avantax Planning Partners, Inc. | 3,943,304 | $366,372,000 | 21.56% |
APPLETON GROUP, LLC | 168,749 | $15,678,000 | 19.90% |
Fund Evaluation Group, LLC | 1,175,621 | $109,227,000 | 17.84% |
Reitz Capital Advisors LLC | 168,614 | $15,665,000 | 16.93% |
Mokosak Advisory Group, LLC | 242,056 | $22,489,000 | 13.60% |
HHM Wealth Advisors, LLC | 271,405 | $25,218,000 | 12.12% |
MATHER GROUP, LLC. | 1,800,678 | $167,301,000 | 10.50% |
MARSHALL FINANCIAL GROUP INC /ADV | 165,475 | $15,374,000 | 10.38% |
BALLAST ADVISORS LLC | 151,566 | $14,082,000 | 10.36% |