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 | $625,392 | -3.8% | 8,600 | -0.8% | 0.27% | -0.7% |
Q2 2023 | $649,817 | +13.6% | 8,670 | -1.3% | 0.27% | +10.2% |
Q1 2023 | $572,193 | +15.3% | 8,780 | -1.7% | 0.25% | +7.4% |
Q4 2022 | $496,151 | -1.9% | 8,930 | -1.5% | 0.23% | -9.8% |
Q3 2022 | $506,000 | -2.5% | 9,065 | +1.3% | 0.25% | +4.5% |
Q2 2022 | $519,000 | -22.4% | 8,946 | 0.0% | 0.24% | -12.3% |
Q1 2022 | $669,000 | -11.6% | 8,946 | +93.6% | 0.28% | -7.0% |
Q4 2021 | $757,000 | +10.5% | 4,620 | -0.1% | 0.30% | +3.8% |
Q3 2021 | $685,000 | -1.7% | 4,625 | -3.1% | 0.29% | -4.3% |
Q2 2021 | $697,000 | +7.7% | 4,775 | -4.2% | 0.30% | -0.3% |
Q1 2021 | $647,000 | -5.7% | 4,983 | -6.8% | 0.30% | -15.2% |
Q4 2020 | $686,000 | +11.0% | 5,344 | -0.5% | 0.36% | +9.6% |
Q3 2020 | $618,000 | +5.5% | 5,372 | -14.8% | 0.32% | -9.0% |
Q4 2019 | $586,000 | +10.2% | 6,307 | -0.4% | 0.36% | +5.6% |
Q3 2019 | $532,000 | -1.1% | 6,331 | -2.1% | 0.34% | -5.6% |
Q2 2019 | $538,000 | -0.7% | 6,464 | -5.3% | 0.36% | -4.3% |
Q1 2019 | $542,000 | +59.9% | 6,825 | +38.6% | 0.37% | +42.4% |
Q4 2018 | $339,000 | -19.5% | 4,924 | -4.1% | 0.26% | -15.2% |
Q3 2018 | $421,000 | +3.4% | 5,133 | -4.5% | 0.31% | -7.5% |
Q2 2018 | $407,000 | +2.3% | 5,375 | -5.6% | 0.33% | -8.5% |
Q1 2018 | $398,000 | -2.9% | 5,692 | -1.9% | 0.36% | +10.3% |
Q4 2017 | $410,000 | – | 5,802 | – | 0.33% | – |
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% |