SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 475 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is 0.33 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,444,094 | +12.0% | 88,615 | +15.4% | 3.69% | +18.9% |
| Q2 2023 | $5,753,157 | +181.9% | 76,760 | +145.1% | 3.10% | +150.0% |
| Q1 2023 | $2,041,124 | +564.9% | 31,320 | +712.5% | 1.24% | +236.6% |
| Q1 2020 | $307,000 | -70.3% | 3,855 | -65.4% | 0.37% | -60.4% |
| Q4 2019 | $1,034,000 | +8.2% | 11,129 | -2.2% | 0.93% | +10.3% |
| Q3 2019 | $956,000 | -26.5% | 11,375 | -27.2% | 0.84% | -21.7% |
| Q2 2019 | $1,300,000 | +0.2% | 15,618 | -4.4% | 1.08% | -6.6% |
| Q1 2019 | $1,298,000 | -31.0% | 16,339 | -40.1% | 1.15% | -8.7% |
| Q4 2018 | $1,880,000 | -28.9% | 27,276 | -15.4% | 1.26% | -9.5% |
| Q3 2018 | $2,643,000 | +175.9% | 32,224 | +154.9% | 1.40% | +173.7% |
| Q2 2018 | $958,000 | +26.2% | 12,640 | +19.4% | 0.51% | +17.8% |
| Q1 2018 | $759,000 | -24.4% | 10,583 | -25.5% | 0.43% | -6.5% |
| Q4 2017 | $1,004,000 | -44.4% | 14,196 | -48.0% | 0.46% | -45.5% |
| Q3 2017 | $1,805,000 | +62.5% | 27,325 | +55.5% | 0.85% | +36.9% |
| Q2 2017 | $1,111,000 | – | 17,576 | – | 0.62% | – |
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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% |