SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 555 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 0.07 and the average weighting 1.1%.
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% | – |
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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% |