SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 406 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $78,506 | +10.5% | 1,080 | +13.9% | 0.01% | +14.3% |
| Q2 2023 | $71,030 | +43.7% | 948 | +25.1% | 0.01% | +40.0% |
| Q1 2023 | $49,429 | -19.9% | 758 | -31.8% | 0.01% | -28.6% |
| Q4 2022 | $61,704 | +4.6% | 1,111 | +5.9% | 0.01% | -12.5% |
| Q3 2022 | $59,000 | -9.2% | 1,049 | -6.3% | 0.01% | -27.3% |
| Q2 2022 | $65,000 | -26.1% | 1,119 | -4.5% | 0.01% | -21.4% |
| Q1 2022 | $88,000 | +11.4% | 1,172 | +144.2% | 0.01% | +7.7% |
| Q4 2021 | $79,000 | -6.0% | 480 | -15.2% | 0.01% | -23.5% |
| Q3 2021 | $84,000 | +23.5% | 566 | +21.5% | 0.02% | +6.2% |
| Q2 2021 | $68,000 | +1.5% | 466 | -9.2% | 0.02% | -20.0% |
| Q1 2021 | $67,000 | +52.3% | 513 | +51.3% | 0.02% | +33.3% |
| Q4 2020 | $44,000 | -27.9% | 339 | -36.3% | 0.02% | -40.0% |
| Q3 2020 | $61,000 | +90.6% | 532 | +70.5% | 0.02% | +66.7% |
| Q2 2020 | $32,000 | +28.0% | 312 | -1.3% | 0.02% | -6.2% |
| Q1 2020 | $25,000 | -10.7% | 316 | +6.4% | 0.02% | 0.0% |
| Q4 2019 | $28,000 | +47.4% | 297 | +31.4% | 0.02% | +33.3% |
| Q3 2019 | $19,000 | -36.7% | 226 | -37.7% | 0.01% | -45.5% |
| Q2 2019 | $30,000 | +200.0% | 363 | +192.7% | 0.02% | +175.0% |
| Q1 2019 | $10,000 | +42.9% | 124 | +24.0% | 0.01% | +33.3% |
| Q4 2018 | $7,000 | – | 100 | – | 0.01% | – |
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% |