SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 369 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is 0.77 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2020 | $452,000 | -68.5% | 5,648 | -63.4% | 0.44% | -66.5% |
Q4 2019 | $1,434,000 | -17.9% | 15,433 | -25.7% | 1.30% | -21.8% |
Q3 2019 | $1,746,000 | -7.8% | 20,780 | -8.7% | 1.67% | -10.0% |
Q2 2019 | $1,894,000 | +5.4% | 22,763 | +0.6% | 1.85% | +0.1% |
Q1 2019 | $1,797,000 | -13.8% | 22,626 | -25.2% | 1.85% | -32.7% |
Q4 2018 | $2,085,000 | -56.0% | 30,258 | -47.6% | 2.75% | -51.0% |
Q3 2018 | $4,734,000 | +15.6% | 57,721 | +7.4% | 5.62% | +61.0% |
Q2 2018 | $4,095,000 | +112.7% | 53,737 | +94.7% | 3.49% | +109.7% |
Q1 2018 | $1,925,000 | -29.0% | 27,602 | -25.5% | 1.66% | -26.8% |
Q4 2017 | $2,710,000 | -29.6% | 37,067 | -35.7% | 2.27% | -29.0% |
Q3 2017 | $3,851,000 | -61.2% | 57,639 | -63.2% | 3.20% | -62.5% |
Q2 2017 | $9,917,000 | -3.1% | 156,510 | -8.0% | 8.55% | -8.2% |
Q1 2017 | $10,236,000 | -15.5% | 170,040 | -19.2% | 9.31% | -16.9% |
Q4 2016 | $12,113,000 | – | 210,490 | – | 11.20% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 41,138 | $28,356,000 | 27.57% |
Marquette Asset Management, LLC | 875,363 | $60,339,000 | 23.22% |
Reitz Capital Advisors LLC | 226,168 | $15,590,000 | 18.84% |
Avantax Planning Partners, Inc. | 3,576,720 | $246,543,000 | 18.59% |
Fund Evaluation Group, LLC | 935,445 | $64,480,000 | 16.07% |
HHM Wealth Advisors, LLC | 247,885 | $17,087,000 | 12.52% |
PIERSHALE FINANCIAL GROUP, INC. | 290,182 | $20,002,000 | 12.14% |
Krilogy Financial LLC | 555,820 | $38,313,000 | 10.56% |
Harborview Advisors, LLC | 126,609 | $8,727,000 | 10.22% |
Denver PWM, LLC | 185,867 | $14,035,000 | 10.06% |