SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 475 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is 0.33 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $329,058 | -3.0% | 4,525 | 0.0% | 0.09% | -6.1% |
Q2 2023 | $339,149 | +6.2% | 4,525 | -7.7% | 0.10% | +7.6% |
Q1 2023 | $319,333 | +117301.8% | 4,900 | -0.0% | 0.09% | +4.5% |
Q4 2022 | $272 | -99.9% | 4,901 | 0.0% | 0.09% | -8.3% |
Q3 2022 | $274,000 | -3.5% | 4,901 | 0.0% | 0.10% | +4.3% |
Q2 2022 | $284,000 | -29.7% | 4,901 | -9.3% | 0.09% | -17.9% |
Q1 2022 | $404,000 | -30.6% | 5,405 | +52.2% | 0.11% | -31.3% |
Q4 2021 | $582,000 | +10.6% | 3,552 | 0.0% | 0.16% | +1.9% |
Q3 2021 | $526,000 | +1.5% | 3,552 | 0.0% | 0.16% | +1.3% |
Q2 2021 | $518,000 | +6.4% | 3,552 | -5.3% | 0.16% | 0.0% |
Q1 2021 | $487,000 | -6.3% | 3,751 | -7.4% | 0.16% | -13.2% |
Q4 2020 | $520,000 | +11.3% | 4,051 | 0.0% | 0.18% | -3.2% |
Q3 2020 | $467,000 | +13.6% | 4,051 | +0.0% | 0.19% | +46.9% |
Q2 2020 | $411,000 | +27.2% | 4,050 | 0.0% | 0.13% | -10.5% |
Q1 2020 | $323,000 | -20.0% | 4,050 | -6.9% | 0.14% | -12.3% |
Q4 2019 | $404,000 | 0.0% | 4,351 | -10.3% | 0.16% | -29.1% |
Q3 2019 | $404,000 | -33.9% | 4,850 | -34.0% | 0.23% | -37.3% |
Q2 2019 | $611,000 | +17.7% | 7,347 | +12.2% | 0.37% | +3.4% |
Q1 2019 | $519,000 | – | 6,546 | – | 0.36% | – |
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% |