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 | $15,893,124 | -36.0% | 218,553 | -34.0% | 0.28% | -34.1% |
Q2 2023 | $24,816,880 | +119476.4% | 331,113 | +4.0% | 0.42% | -0.7% |
Q1 2023 | $20,754 | +12.9% | 318,464 | -3.7% | 0.43% | -14.2% |
Q4 2022 | $18,377 | -99.7% | 330,763 | +229.6% | 0.50% | +178.8% |
Q3 2022 | $5,601,000 | -1.6% | 100,351 | +2.2% | 0.18% | +1.1% |
Q2 2022 | $5,693,000 | +9.2% | 98,175 | +40.9% | 0.18% | +11.3% |
Q1 2022 | $5,214,000 | +1.1% | 69,683 | +121.2% | 0.16% | +3.9% |
Q4 2021 | $5,158,000 | +13.8% | 31,501 | +3.0% | 0.15% | +4.1% |
Q3 2021 | $4,531,000 | +4.0% | 30,596 | +2.6% | 0.15% | -4.5% |
Q2 2021 | $4,355,000 | +10.9% | 29,834 | -1.4% | 0.15% | -4.3% |
Q1 2021 | $3,928,000 | +5.0% | 30,267 | +3.9% | 0.16% | -9.0% |
Q4 2020 | $3,740,000 | +14.1% | 29,126 | +2.3% | 0.18% | -12.4% |
Q3 2020 | $3,278,000 | +30.8% | 28,464 | +15.3% | 0.20% | +12.2% |
Q2 2020 | $2,507,000 | +29.8% | 24,694 | +1.9% | 0.18% | +1.1% |
Q1 2020 | $1,931,000 | +20.8% | 24,245 | +40.9% | 0.18% | +31.9% |
Q4 2019 | $1,599,000 | +22.3% | 17,206 | +10.6% | 0.14% | -8.2% |
Q3 2019 | $1,307,000 | +235.1% | 15,557 | +216.5% | 0.15% | +122.7% |
Q1 2019 | $390,000 | +15.4% | 4,915 | +0.1% | 0.07% | -28.3% |
Q4 2018 | $338,000 | – | 4,910 | – | 0.09% | – |
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% |