SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 354 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $664,689 | -0.5% | 11,963 | 0.0% | 0.06% | -7.9% |
| Q3 2022 | $668,000 | -3.7% | 11,963 | 0.0% | 0.06% | -3.1% |
| Q2 2022 | $694,000 | -23.7% | 11,963 | -1.5% | 0.06% | -16.7% |
| Q1 2022 | $909,000 | +359.1% | 12,147 | +906.4% | 0.08% | +254.5% |
| Q4 2021 | $198,000 | -82.1% | 1,207 | -83.9% | 0.02% | -79.8% |
| Q3 2021 | $1,108,000 | +1.5% | 7,480 | 0.0% | 0.11% | -5.2% |
| Q2 2021 | $1,092,000 | +8.1% | 7,480 | -3.9% | 0.12% | -1.7% |
| Q1 2021 | $1,010,000 | +1.0% | 7,785 | +0.0% | 0.12% | -8.6% |
| Q4 2020 | $1,000,000 | +5.7% | 7,784 | -5.2% | 0.13% | -11.1% |
| Q3 2020 | $946,000 | +7.3% | 8,210 | -5.4% | 0.14% | -5.9% |
| Q2 2020 | $882,000 | +24.6% | 8,683 | -2.4% | 0.15% | -4.4% |
| Q1 2020 | $708,000 | +29.9% | 8,892 | +51.7% | 0.16% | +55.3% |
| Q4 2019 | $545,000 | +10.8% | 5,862 | 0.0% | 0.10% | -1.9% |
| Q3 2019 | $492,000 | +1.2% | 5,862 | +0.3% | 0.10% | -3.7% |
| Q2 2019 | $486,000 | +2.3% | 5,844 | -2.2% | 0.11% | -16.8% |
| Q1 2019 | $475,000 | +6.5% | 5,976 | +9.9% | 0.13% | -6.4% |
| Q3 2018 | $446,000 | +13.5% | 5,438 | +4.8% | 0.14% | +0.7% |
| Q2 2018 | $393,000 | +34.1% | 5,187 | +27.0% | 0.14% | +25.2% |
| Q1 2018 | $293,000 | +41.5% | 4,084 | +39.5% | 0.11% | +37.0% |
| Q4 2017 | $207,000 | – | 2,928 | – | 0.08% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Marquette Asset Management, LLC | 849,509 | $70,688,000 | 23.88% |
| APPLETON GROUP, LLC | 248,749 | $20,698,000 | 23.10% |
| Avantax Planning Partners, Inc. | 3,957,211 | $333,712,000 | 21.59% |
| Fund Evaluation Group, LLC | 1,378,707 | $114,722,000 | 19.35% |
| Reitz Capital Advisors LLC | 203,482 | $16,932,000 | 19.09% |
| Roof Advisory Group, Inc. | 303,965 | $25,292,000 | 14.71% |
| Mokosak Advisory Group, LLC | 233,547 | $19,461,000 | 13.14% |
| COLTON GROOME FINANCIAL ADVISORS, LLC | 196,482 | $16,349,000 | 13.10% |
| HHM Wealth Advisors, LLC | 262,104 | $21,810,000 | 12.86% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 119,104 | $9,910,000 | 12.78% |