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 2023 | $1,542,396 | -6.5% | 21,210 | -3.6% | 0.26% | -8.2% |
Q2 2023 | $1,649,839 | +19.1% | 22,012 | -11.7% | 0.28% | +2.9% |
Q4 2022 | $1,384,712 | -0.5% | 24,923 | -0.1% | 0.27% | -3.2% |
Q3 2022 | $1,392,000 | -4.2% | 24,940 | -0.4% | 0.28% | -2.1% |
Q2 2022 | $1,453,000 | -22.7% | 25,050 | -0.3% | 0.29% | -9.7% |
Q1 2022 | $1,880,000 | -9.7% | 25,133 | +97.8% | 0.32% | -6.5% |
Q4 2021 | $2,081,000 | -13.9% | 12,708 | -22.2% | 0.34% | -22.0% |
Q3 2021 | $2,418,000 | +1.2% | 16,325 | -0.3% | 0.44% | +0.9% |
Q2 2021 | $2,389,000 | +9.5% | 16,368 | -2.6% | 0.43% | +1.9% |
Q1 2021 | $2,182,000 | -3.9% | 16,810 | -4.9% | 0.42% | -10.0% |
Q4 2020 | $2,271,000 | +15.9% | 17,682 | +4.0% | 0.47% | -1.9% |
Q3 2020 | $1,959,000 | +6.7% | 17,007 | -6.0% | 0.48% | -3.6% |
Q2 2020 | $1,836,000 | +34.6% | 18,086 | +5.6% | 0.50% | +10.4% |
Q1 2020 | $1,364,000 | +259.9% | 17,123 | +319.7% | 0.45% | +343.1% |
Q4 2019 | $379,000 | +33.9% | 4,080 | +21.3% | 0.10% | +17.2% |
Q3 2019 | $283,000 | -13.5% | 3,364 | -14.4% | 0.09% | -17.9% |
Q2 2019 | $327,000 | +12.8% | 3,928 | +7.4% | 0.11% | +2.9% |
Q1 2019 | $290,000 | +7.0% | 3,657 | -7.0% | 0.10% | -15.6% |
Q4 2018 | $271,000 | +1.9% | 3,931 | +21.5% | 0.12% | +11.9% |
Q3 2018 | $266,000 | +3.5% | 3,236 | -4.3% | 0.11% | -23.8% |
Q2 2018 | $257,000 | – | 3,380 | – | 0.14% | – |
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% |