SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 466 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is 0.45 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $19,941,578 | +120.1% | 274,276 | +126.8% | 1.22% | +59.9% |
Q2 2023 | $9,061,009 | +19.7% | 120,925 | +4.1% | 0.76% | +15.8% |
Q1 2023 | $7,570,060 | +18.6% | 116,164 | +1.2% | 0.66% | +5.6% |
Q4 2022 | $6,382,040 | -0.4% | 114,839 | +0.1% | 0.62% | -9.3% |
Q3 2022 | $6,407,000 | -44.8% | 114,768 | -39.5% | 0.69% | -27.4% |
Q2 2022 | $11,601,000 | +452.4% | 189,738 | +576.0% | 0.95% | +312.6% |
Q1 2022 | $2,100,000 | -9.1% | 28,067 | +99.0% | 0.23% | -6.9% |
Q4 2021 | $2,309,000 | +10.9% | 14,103 | +0.3% | 0.25% | -3.9% |
Q3 2021 | $2,082,000 | +4.8% | 14,057 | +3.3% | 0.26% | +1.6% |
Q2 2021 | $1,986,000 | +16.1% | 13,605 | +3.2% | 0.25% | +1.6% |
Q1 2021 | $1,711,000 | -1.6% | 13,186 | -2.7% | 0.25% | -9.8% |
Q4 2020 | $1,739,000 | +23.0% | 13,548 | +10.3% | 0.28% | -20.5% |
Q3 2020 | $1,414,000 | +9.2% | 12,285 | -3.7% | 0.35% | -19.9% |
Q2 2020 | $1,295,000 | +23.2% | 12,762 | -3.3% | 0.43% | -7.1% |
Q1 2020 | $1,051,000 | -10.0% | 13,200 | +4.9% | 0.47% | -17.1% |
Q4 2019 | $1,168,000 | +8.7% | 12,580 | -1.7% | 0.56% | +11.1% |
Q3 2019 | $1,075,000 | -89.8% | 12,795 | +1.0% | 0.51% | +18.5% |
Q2 2019 | $10,547,000 | +907.4% | 12,674 | -3.8% | 0.43% | -10.3% |
Q1 2019 | $1,047,000 | +18.4% | 13,181 | +2.7% | 0.48% | -8.6% |
Q4 2018 | $884,000 | -3.6% | 12,830 | +14.8% | 0.52% | +32.2% |
Q3 2018 | $917,000 | +16.7% | 11,176 | +7.7% | 0.39% | +6.5% |
Q2 2018 | $786,000 | +31.0% | 10,377 | +24.1% | 0.37% | +23.7% |
Q1 2018 | $600,000 | +12.6% | 8,362 | +11.3% | 0.30% | -8.8% |
Q4 2017 | $533,000 | -6.0% | 7,512 | -12.4% | 0.33% | -8.6% |
Q3 2017 | $567,000 | +17.9% | 8,571 | +12.6% | 0.36% | +17.7% |
Q2 2017 | $481,000 | +3.2% | 7,612 | -1.3% | 0.30% | +9.3% |
Q1 2017 | $466,000 | +41.6% | 7,710 | +30.8% | 0.28% | +6.9% |
Q4 2016 | $329,000 | – | 5,896 | – | 0.26% | – |
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% |