SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 469 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 | ||||
---|---|---|---|---|---|---|
Q2 2021 | $19,000 | +18.8% | 127 | 0.0% | 0.01% | +16.7% |
Q1 2021 | $16,000 | -30.4% | 127 | -27.8% | 0.01% | -40.0% |
Q4 2020 | $23,000 | +15.0% | 176 | 0.0% | 0.01% | 0.0% |
Q3 2020 | $20,000 | +11.1% | 176 | +0.6% | 0.01% | 0.0% |
Q2 2020 | $18,000 | +28.6% | 175 | 0.0% | 0.01% | +11.1% |
Q1 2020 | $14,000 | -12.5% | 175 | 0.0% | 0.01% | 0.0% |
Q4 2019 | $16,000 | +6.7% | 175 | +0.6% | 0.01% | 0.0% |
Q3 2019 | $15,000 | +7.1% | 174 | 0.0% | 0.01% | 0.0% |
Q2 2019 | $14,000 | 0.0% | 174 | 0.0% | 0.01% | 0.0% |
Q1 2019 | $14,000 | – | 174 | – | 0.01% | – |
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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% |