SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 221 filers reported holding SCHWAB STRATEGIC TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 1.1%.
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 ↓ |
|---|---|---|---|
| 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% |