SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 333 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is 0.29 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $72,000 | -22.6% | 1,238 | 0.0% | 0.02% | -20.7% |
| Q1 2022 | $93,000 | -7.9% | 1,238 | +100.0% | 0.03% | -31.0% |
| Q4 2021 | $101,000 | +9.8% | 619 | 0.0% | 0.04% | 0.0% |
| Q3 2021 | $92,000 | +2.2% | 619 | 0.0% | 0.04% | -2.3% |
| Q2 2021 | $90,000 | +12.5% | 619 | 0.0% | 0.04% | +7.5% |
| Q1 2021 | $80,000 | +1.3% | 619 | 0.0% | 0.04% | -20.0% |
| Q4 2020 | $79,000 | +11.3% | 619 | 0.0% | 0.05% | +6.4% |
| Q3 2020 | $71,000 | +12.7% | 619 | 0.0% | 0.05% | 0.0% |
| Q2 2020 | $63,000 | +28.6% | 619 | 0.0% | 0.05% | +6.8% |
| Q1 2020 | $49,000 | -15.5% | 619 | 0.0% | 0.04% | +4.8% |
| Q4 2019 | $58,000 | +11.5% | 619 | 0.0% | 0.04% | +7.7% |
| Q3 2019 | $52,000 | 0.0% | 619 | 0.0% | 0.04% | -4.9% |
| Q2 2019 | $52,000 | +6.1% | 619 | 0.0% | 0.04% | +7.9% |
| Q1 2019 | $49,000 | +14.0% | 619 | 0.0% | 0.04% | +5.6% |
| Q4 2018 | $43,000 | -15.7% | 619 | 0.0% | 0.04% | -5.3% |
| Q3 2018 | $51,000 | +8.5% | 619 | 0.0% | 0.04% | +5.6% |
| Q2 2018 | $47,000 | +6.8% | 619 | 0.0% | 0.04% | +2.9% |
| Q1 2018 | $44,000 | 0.0% | 619 | 0.0% | 0.04% | 0.0% |
| Q4 2017 | $44,000 | +7.3% | 619 | 0.0% | 0.04% | +6.1% |
| Q3 2017 | $41,000 | +5.1% | 619 | 0.0% | 0.03% | 0.0% |
| Q2 2017 | $39,000 | +5.4% | 619 | 0.0% | 0.03% | +3.1% |
| Q1 2017 | $37,000 | +5.7% | 619 | 0.0% | 0.03% | 0.0% |
| Q4 2016 | $35,000 | – | 619 | – | 0.03% | – |
Download | ||||||
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% |