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 2023 | $31,423,687 | -16.2% | 432,119 | -13.6% | 0.27% | -14.0% |
Q2 2023 | $37,500,693 | +28.4% | 500,343 | +11.6% | 0.32% | +23.5% |
Q1 2023 | $29,210,981 | +40.5% | 448,227 | +19.8% | 0.26% | +32.1% |
Q4 2022 | $20,792,510 | +136.4% | 374,235 | +137.5% | 0.19% | +9.7% |
Q3 2022 | $8,795,000 | -4.0% | 157,594 | -0.2% | 0.18% | +20.5% |
Q2 2022 | $9,161,000 | +3.5% | 157,975 | +33.5% | 0.15% | +15.0% |
Q1 2022 | $8,851,000 | +0.5% | 118,301 | +120.0% | 0.13% | +0.8% |
Q4 2021 | $8,805,000 | +5.2% | 53,771 | -4.9% | 0.13% | -5.3% |
Q3 2021 | $8,371,000 | +0.9% | 56,523 | -0.6% | 0.13% | 0.0% |
Q2 2021 | $8,298,000 | +16.5% | 56,853 | +3.6% | 0.13% | -5.0% |
Q1 2021 | $7,122,000 | -0.9% | 54,874 | -2.0% | 0.14% | -1.4% |
Q4 2020 | $7,190,000 | +31.4% | 55,994 | +17.9% | 0.14% | -68.3% |
Q3 2020 | $5,470,000 | -9.7% | 47,491 | -20.4% | 0.45% | -20.1% |
Q2 2020 | $6,060,000 | -5.3% | 59,682 | -25.7% | 0.56% | -28.4% |
Q1 2020 | $6,402,000 | -0.8% | 80,376 | +15.7% | 0.78% | +21.0% |
Q4 2019 | $6,456,000 | +11.2% | 69,493 | +0.5% | 0.65% | -8.2% |
Q3 2019 | $5,808,000 | -4.6% | 69,155 | -5.5% | 0.71% | -10.1% |
Q2 2019 | $6,085,000 | +18.6% | 73,182 | +13.4% | 0.78% | +8.3% |
Q1 2019 | $5,131,000 | +11.5% | 64,516 | -3.4% | 0.72% | -3.5% |
Q4 2018 | $4,602,000 | +96.9% | 66,772 | +134.1% | 0.75% | +123.5% |
Q3 2018 | $2,337,000 | +26.3% | 28,527 | +17.0% | 0.34% | +3.4% |
Q2 2018 | $1,850,000 | +19.0% | 24,386 | +12.7% | 0.32% | +11.7% |
Q1 2018 | $1,554,000 | +35.8% | 21,631 | +33.7% | 0.29% | +38.6% |
Q4 2017 | $1,144,000 | +42.6% | 16,184 | +33.8% | 0.21% | +18.0% |
Q3 2017 | $802,000 | +14.6% | 12,092 | +9.1% | 0.18% | +3.5% |
Q2 2017 | $700,000 | +112.8% | 11,080 | +104.1% | 0.17% | +89.0% |
Q1 2017 | $329,000 | – | 5,430 | – | 0.09% | – |
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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% |