SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 368 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $1,960,000 | -11.4% | 23,332 | -12.2% | 1.04% | -17.6% |
| Q2 2019 | $2,211,000 | +1.6% | 26,570 | -3.0% | 1.26% | -2.1% |
| Q1 2019 | $2,176,000 | -49.3% | 27,394 | -56.0% | 1.28% | -58.4% |
| Q4 2018 | $4,293,000 | -26.9% | 62,275 | -13.0% | 3.08% | -16.8% |
| Q3 2018 | $5,872,000 | +2124.2% | 71,598 | +1956.8% | 3.70% | +1752.0% |
| Q2 2018 | $264,000 | -93.5% | 3,481 | -94.0% | 0.20% | -94.8% |
| Q4 2017 | $4,091,000 | – | 57,860 | – | 3.86% | – |
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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% |