SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 469 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is 0.45 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $32,673 | +8.8% | 324 | 0.0% | 0.00% | 0.0% |
| Q1 2024 | $30,042 | +11.8% | 324 | 0.0% | 0.00% | 0.0% |
| Q4 2023 | $26,880 | +14.1% | 324 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $23,562 | -3.0% | 324 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $24,284 | +15.0% | 324 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $21,116 | +17.3% | 324 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $18,001 | -85.7% | 324 | -85.7% | 0.00% | -75.0% |
| Q3 2022 | $126,000 | -26.7% | 2,266 | -23.6% | 0.00% | -33.3% |
| Q2 2022 | $172,000 | +6.2% | 2,967 | +37.0% | 0.01% | +20.0% |
| Q1 2022 | $162,000 | -9.0% | 2,166 | +100.0% | 0.01% | 0.0% |
| Q4 2021 | $178,000 | +641.7% | 1,083 | +568.5% | 0.01% | +400.0% |
| Q3 2021 | $24,000 | 0.0% | 162 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $24,000 | +14.3% | 162 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $21,000 | 0.0% | 162 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $21,000 | +10.5% | 162 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $19,000 | +18.8% | 162 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $16,000 | -63.6% | 162 | -70.4% | 0.00% | -66.7% |
| Q1 2020 | $44,000 | -13.7% | 547 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $51,000 | +264.3% | 547 | +237.7% | 0.00% | +200.0% |
| Q3 2019 | $14,000 | -12.5% | 162 | -11.0% | 0.00% | 0.0% |
| Q2 2019 | $16,000 | +23.1% | 182 | +12.3% | 0.00% | 0.0% |
| Q1 2019 | $13,000 | +18.2% | 162 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $11,000 | -15.4% | 162 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $13,000 | +8.3% | 162 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $12,000 | -66.7% | 162 | -67.7% | 0.00% | -50.0% |
| Q1 2018 | $36,000 | +2.9% | 502 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $35,000 | -10.3% | 502 | -15.3% | 0.00% | -33.3% |
| Q3 2017 | $39,000 | +5.4% | 593 | 0.0% | 0.00% | +50.0% |
| Q2 2017 | $37,000 | +2.8% | 593 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $36,000 | – | 593 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 41,138 | $28,356,000 | 27.57% |
| Marquette Asset Management, LLC | 875,363 | $60,339,000 | 23.22% |
| Reitz Capital Advisors LLC | 226,168 | $15,590,000 | 18.84% |
| Avantax Planning Partners, Inc. | 3,576,720 | $246,543,000 | 18.59% |
| Fund Evaluation Group, LLC | 935,445 | $64,480,000 | 16.07% |
| HHM Wealth Advisors, LLC | 247,885 | $17,087,000 | 12.52% |
| PIERSHALE FINANCIAL GROUP, INC. | 290,182 | $20,002,000 | 12.14% |
| Krilogy Financial LLC | 555,820 | $38,313,000 | 10.56% |
| Harborview Advisors, LLC | 126,609 | $8,727,000 | 10.22% |
| Denver PWM, LLC | 185,867 | $14,035,000 | 10.06% |