SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 438 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $613,186 | +202.1% | 8,432 | +230.4% | 0.24% | +174.7% |
| Q1 2019 | $203,000 | -12.9% | 2,552 | -10.3% | 0.09% | -15.5% |
| Q3 2018 | $233,000 | -30.0% | 2,845 | -35.2% | 0.10% | -34.4% |
| Q2 2018 | $333,000 | -32.9% | 4,388 | -36.6% | 0.16% | -40.1% |
| Q1 2018 | $496,000 | +77.8% | 6,921 | +75.4% | 0.26% | +9.6% |
| Q4 2017 | $279,000 | – | 3,946 | – | 0.24% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Management Professionals, Inc. | 780,317 | $41,879,000 | 19.60% |
| Marquette Asset Management, LLC | 726,788 | $39,007,000 | 15.87% |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 1,223,840 | $65,684,000 | 13.11% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 459,100 | $24,640,000 | 8.83% |
| Gemmer Asset Management LLC | 264,202 | $14,180,000 | 8.62% |
| Summit Asset Management, LLC | 203,087 | $10,900,000 | 7.46% |
| FAS Wealth Partners, Inc. | 266,282 | $14,291,000 | 7.16% |
| VALENTINE VENTURES LLC | 131,099 | $6,991,000 | 6.99% |
| Spectrum Asset Management, Inc. (NB/CA) | 131,455 | $7,055,000 | 6.08% |
| Newman Dignan & Sheerar, Inc. | 123,380 | $6,622,000 | 4.77% |