SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 255 filers reported holding SCHWAB STRATEGIC TR in Q2 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 ↓ |
|---|---|---|---|
| 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% |