SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 221 filers reported holding SCHWAB STRATEGIC TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,318,987 | +8.8% | 13,080 | 0.0% | 0.03% | +6.9% |
| Q1 2024 | $1,212,777 | +11.8% | 13,080 | 0.0% | 0.03% | 0.0% |
| Q4 2023 | $1,085,116 | +14.1% | 13,080 | 0.0% | 0.03% | +3.6% |
| Q3 2023 | $951,177 | -3.0% | 13,080 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $980,346 | +371.3% | 13,080 | +707.9% | 0.03% | +211.1% |
| Q4 2020 | $208,000 | -22.7% | 1,619 | -30.6% | 0.01% | -30.8% |
| Q3 2020 | $269,000 | +13.5% | 2,333 | 0.0% | 0.01% | +8.3% |
| Q2 2020 | $237,000 | +9.2% | 2,333 | 0.0% | 0.01% | +9.1% |
| Q4 2019 | $217,000 | -4.4% | 2,333 | -14.6% | 0.01% | -8.3% |
| Q2 2019 | $227,000 | +4.6% | 2,733 | 0.0% | 0.01% | +9.1% |
| Q1 2019 | $217,000 | -12.9% | 2,733 | -9.9% | 0.01% | -8.3% |
| Q3 2018 | $249,000 | -1.2% | 3,033 | -8.7% | 0.01% | -7.7% |
| Q2 2018 | $252,000 | -19.0% | 3,323 | -23.3% | 0.01% | -18.8% |
| Q1 2018 | $311,000 | +1.6% | 4,333 | 0.0% | 0.02% | 0.0% |
| Q4 2017 | $306,000 | +7.0% | 4,333 | 0.0% | 0.02% | 0.0% |
| Q3 2017 | $286,000 | +0.4% | 4,333 | -4.0% | 0.02% | 0.0% |
| Q2 2017 | $285,000 | +4.4% | 4,513 | 0.0% | 0.02% | +6.7% |
| Q1 2017 | $273,000 | – | 4,513 | – | 0.02% | – |
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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% |