SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 255 filers reported holding SCHWAB STRATEGIC TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,081,494 | -1.7% | 14,872 | +1.4% | 0.04% | -5.3% |
| Q2 2023 | $1,099,669 | +15.0% | 14,672 | 0.0% | 0.04% | +11.8% |
| Q1 2023 | $956,176 | +17.3% | 14,672 | 0.0% | 0.03% | +9.7% |
| Q4 2022 | $815,178 | -0.5% | 14,672 | 0.0% | 0.03% | -8.8% |
| Q3 2022 | $819,000 | -3.8% | 14,672 | 0.0% | 0.03% | +3.0% |
| Q2 2022 | $851,000 | -22.5% | 14,672 | 0.0% | 0.03% | -10.8% |
| Q1 2022 | $1,098,000 | -8.6% | 14,672 | +100.0% | 0.04% | -2.6% |
| Q4 2021 | $1,201,000 | +10.5% | 7,336 | -0.1% | 0.04% | +2.7% |
| Q3 2021 | $1,087,000 | +1.4% | 7,343 | 0.0% | 0.04% | 0.0% |
| Q2 2021 | $1,072,000 | +12.5% | 7,343 | 0.0% | 0.04% | +5.7% |
| Q1 2021 | $953,000 | -26.5% | 7,343 | -27.3% | 0.04% | -40.7% |
| Q4 2020 | $1,297,000 | +13.8% | 10,098 | +2.0% | 0.06% | 0.0% |
| Q3 2020 | $1,140,000 | +13.4% | 9,897 | 0.0% | 0.06% | +5.4% |
| Q2 2020 | $1,005,000 | +27.5% | 9,897 | 0.0% | 0.06% | 0.0% |
| Q1 2020 | $788,000 | +6.3% | 9,897 | +24.0% | 0.06% | +33.3% |
| Q4 2019 | $741,000 | +10.6% | 7,980 | 0.0% | 0.04% | +2.4% |
| Q3 2019 | $670,000 | -5.8% | 7,980 | -6.5% | 0.04% | -4.7% |
| Q2 2019 | $711,000 | +4.9% | 8,539 | 0.0% | 0.04% | +2.4% |
| Q1 2019 | $678,000 | +96.0% | 8,539 | +70.1% | 0.04% | +82.6% |
| Q4 2018 | $346,000 | -16.0% | 5,020 | 0.0% | 0.02% | -4.2% |
| Q3 2018 | $412,000 | +6.7% | 5,020 | -1.6% | 0.02% | +4.3% |
| Q2 2018 | $386,000 | +5.5% | 5,100 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $366,000 | +1.4% | 5,100 | 0.0% | 0.02% | 0.0% |
| Q4 2017 | $361,000 | +7.1% | 5,100 | 0.0% | 0.02% | -11.5% |
| Q3 2017 | $337,000 | +4.3% | 5,100 | 0.0% | 0.03% | 0.0% |
| Q2 2017 | $323,000 | +5.2% | 5,100 | +0.4% | 0.03% | +4.0% |
| Q1 2017 | $307,000 | +8.1% | 5,080 | 0.0% | 0.02% | -3.8% |
| Q4 2016 | $284,000 | – | 5,080 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Triton Wealth Management, PLLC | 241,902 | $26,005,000 | 26.92% |
| Marquette Asset Management, LLC | 753,967 | $76,558,000 | 24.96% |
| Avantax Planning Partners, Inc. | 4,280,749 | $434,667,000 | 24.55% |
| Reitz Capital Advisors LLC | 164,163 | $16,669,000 | 21.17% |
| APPLETON GROUP, LLC | 157,009 | $15,943,000 | 19.19% |
| Mokosak Advisory Group, LLC | 292,495 | $29,710,000 | 18.14% |
| Fund Evaluation Group, LLC | 1,169,436 | $118,745,000 | 16.45% |
| HHM Wealth Advisors, LLC | 299,395 | $30,401,000 | 12.70% |
| Kelman-Lazarov, Inc. | 259,277 | $26,327,000 | 12.20% |
| Legacy Wealth Management, Inc | 698,612 | $70,937,000 | 11.58% |