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 | ||||
---|---|---|---|---|---|---|
Q3 2020 | $261,000 | +13.5% | 2,265 | -21.4% | 0.01% | -55.0% |
Q1 2020 | $230,000 | -50.4% | 2,881 | -42.3% | 0.02% | -35.5% |
Q4 2019 | $464,000 | -15.0% | 4,996 | -23.2% | 0.03% | -22.5% |
Q3 2019 | $546,000 | -9.0% | 6,501 | -9.9% | 0.04% | -11.1% |
Q2 2019 | $600,000 | -10.4% | 7,213 | -14.4% | 0.04% | -11.8% |
Q1 2019 | $670,000 | +34.8% | 8,429 | +17.0% | 0.05% | +15.9% |
Q4 2018 | $497,000 | -19.1% | 7,206 | -3.7% | 0.04% | -13.7% |
Q3 2018 | $614,000 | -3.3% | 7,483 | -10.7% | 0.05% | -12.1% |
Q2 2018 | $635,000 | -4.9% | 8,376 | -10.1% | 0.06% | -7.9% |
Q1 2018 | $668,000 | 0.0% | 9,318 | -1.4% | 0.06% | -3.1% |
Q4 2017 | $668,000 | +3.4% | 9,446 | -3.4% | 0.06% | -7.1% |
Q3 2017 | $646,000 | +6.1% | 9,774 | +1.4% | 0.07% | -2.8% |
Q2 2017 | $609,000 | +2.4% | 9,636 | -2.0% | 0.07% | -15.3% |
Q1 2017 | $595,000 | -7.5% | 9,837 | -14.5% | 0.08% | -11.5% |
Q4 2016 | $643,000 | -2.1% | 11,511 | -2.7% | 0.10% | -5.9% |
Q3 2016 | $657,000 | +12.7% | 11,836 | +6.6% | 0.10% | +5.2% |
Q2 2016 | $583,000 | -0.5% | 11,107 | -0.6% | 0.10% | -5.8% |
Q1 2016 | $586,000 | -41.0% | 11,172 | -40.6% | 0.10% | -44.3% |
Q4 2015 | $994,000 | – | 18,812 | – | 0.18% | – |
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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% |