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 | $14,239,146 | -2.2% | 195,808 | +0.8% | 0.77% | -18.1% |
| Q2 2023 | $14,554,179 | +17.9% | 194,185 | +2.5% | 0.94% | +5.3% |
| Q1 2023 | $12,348,586 | +15.5% | 189,483 | -1.5% | 0.89% | +12.8% |
| Q4 2022 | $10,688,006 | -1.9% | 192,369 | -1.5% | 0.79% | -12.3% |
| Q3 2022 | $10,894,000 | -4.1% | 195,203 | -0.3% | 0.90% | -6.8% |
| Q2 2022 | $11,356,000 | +26.4% | 195,833 | +63.1% | 0.96% | -61.0% |
| Q1 2022 | $8,983,000 | +17.1% | 120,055 | +156.3% | 2.47% | +16.0% |
| Q4 2021 | $7,669,000 | +8.7% | 46,833 | -1.7% | 2.13% | -8.0% |
| Q3 2021 | $7,053,000 | +1.2% | 47,625 | -0.3% | 2.31% | +2.6% |
| Q2 2021 | $6,971,000 | +9.6% | 47,763 | -2.5% | 2.25% | -13.9% |
| Q1 2021 | $6,360,000 | +7.8% | 49,006 | +6.7% | 2.62% | +130.5% |
| Q4 2020 | $5,900,000 | +9.3% | 45,944 | -1.9% | 1.14% | -0.4% |
| Q3 2020 | $5,396,000 | +21.8% | 46,850 | +7.3% | 1.14% | -81.8% |
| Q2 2020 | $4,431,000 | +5.0% | 43,646 | -3.9% | 6.28% | +35.9% |
| Q4 2019 | $4,220,000 | -85.1% | 45,424 | +10.4% | 4.62% | -83.2% |
| Q4 2018 | $28,356,000 | – | 41,138 | – | 27.57% | – |
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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% |