SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 406 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2019 | $8,832,000 | +8.1% | 105,127 | +7.0% | 3.28% | +4.0% |
Q2 2019 | $8,173,000 | +1.3% | 98,221 | -3.3% | 3.16% | +0.4% |
Q1 2019 | $8,068,000 | +33.9% | 101,575 | +16.2% | 3.14% | +11.9% |
Q4 2018 | $6,024,000 | -55.8% | 87,395 | -55.6% | 2.81% | -50.7% |
Q3 2018 | $13,637,000 | +3.5% | 196,877 | -3.1% | 5.70% | -0.7% |
Q2 2018 | $13,176,000 | +3.7% | 203,206 | -1.8% | 5.74% | +99.7% |
Q1 2018 | $12,701,000 | -12.5% | 206,884 | -6.9% | 2.87% | -55.8% |
Q4 2017 | $14,515,000 | +85.6% | 222,253 | +90.0% | 6.50% | +17.0% |
Q3 2017 | $7,820,000 | +8.7% | 116,997 | +3.1% | 5.55% | +49.5% |
Q2 2017 | $7,196,000 | +10.0% | 113,493 | +4.4% | 3.71% | +8.1% |
Q1 2017 | $6,544,000 | +26.4% | 108,731 | +20.6% | 3.43% | +17.0% |
Q4 2016 | $5,178,000 | +284.1% | 90,123 | +268.5% | 2.93% | +253.5% |
Q3 2016 | $1,348,000 | – | 24,454 | – | 0.83% | – |
Download |
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% |