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 | $576 | -5.6% | 7,922 | -2.7% | 0.09% | -1.1% |
| Q2 2023 | $610 | +12.8% | 8,141 | -1.9% | 0.09% | +8.2% |
| Q1 2023 | $541 | +17.4% | 8,300 | +0.1% | 0.08% | +11.8% |
| Q4 2022 | $461 | -99.9% | 8,293 | -20.2% | 0.08% | -30.3% |
| Q3 2022 | $580,000 | -3.0% | 10,390 | +0.7% | 0.11% | +1.9% |
| Q2 2022 | $598,000 | -29.2% | 10,320 | -8.6% | 0.11% | -29.1% |
| Q1 2022 | $845,000 | -11.0% | 11,293 | +94.8% | 0.15% | -16.6% |
| Q4 2021 | $949,000 | +7.4% | 5,796 | -2.9% | 0.18% | -2.2% |
| Q3 2021 | $884,000 | -0.7% | 5,971 | -2.1% | 0.18% | -3.6% |
| Q2 2021 | $890,000 | +6.7% | 6,098 | -5.1% | 0.19% | -2.5% |
| Q1 2021 | $834,000 | +1.1% | 6,427 | +0.0% | 0.20% | -2.5% |
| Q4 2020 | $825,000 | +8.4% | 6,425 | -2.8% | 0.20% | 0.0% |
| Q3 2020 | $761,000 | +46.6% | 6,611 | +29.3% | 0.20% | +35.6% |
| Q2 2020 | $519,000 | +10.2% | 5,113 | -13.6% | 0.15% | +0.7% |
| Q1 2020 | $471,000 | -21.8% | 5,919 | -8.6% | 0.15% | -2.6% |
| Q4 2019 | $602,000 | +11.1% | 6,477 | +0.3% | 0.15% | +8.6% |
| Q3 2019 | $542,000 | -1.6% | 6,455 | -2.6% | 0.14% | -4.8% |
| Q2 2019 | $551,000 | +1.1% | 6,624 | -3.5% | 0.15% | +10.5% |
| Q1 2019 | $545,000 | +17.7% | 6,865 | +2.2% | 0.13% | +3.1% |
| Q4 2018 | $463,000 | – | 6,715 | – | 0.13% | – |
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% |