SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 354 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $821,954 | -5.5% | 11,303 | -2.6% | 0.01% | 0.0% |
Q2 2023 | $869,645 | +15.0% | 11,603 | 0.0% | 0.01% | +8.3% |
Q1 2023 | $756,168 | +115522.0% | 11,603 | -1.4% | 0.01% | +20.0% |
Q4 2022 | $654 | -99.9% | 11,768 | 0.0% | 0.01% | -9.1% |
Q3 2022 | $657,000 | -3.7% | 11,768 | 0.0% | 0.01% | 0.0% |
Q2 2022 | $682,000 | -22.5% | 11,768 | 0.0% | 0.01% | -8.3% |
Q1 2022 | $880,000 | -8.7% | 11,768 | +100.0% | 0.01% | 0.0% |
Q4 2021 | $964,000 | +10.7% | 5,884 | 0.0% | 0.01% | -40.0% |
Q3 2021 | $871,000 | +1.4% | 5,884 | 0.0% | 0.02% | 0.0% |
Q2 2021 | $859,000 | +54.8% | 5,884 | +37.6% | 0.02% | +42.9% |
Q1 2021 | $555,000 | -2.8% | 4,276 | -3.9% | 0.01% | -6.7% |
Q4 2020 | $571,000 | -9.1% | 4,449 | -28.0% | 0.02% | -21.1% |
Q3 2020 | $628,000 | 0.0% | 6,183 | 0.0% | 0.02% | 0.0% |
Q2 2020 | $628,000 | -61.6% | 6,183 | -69.9% | 0.02% | -67.8% |
Q1 2020 | $1,635,000 | -16.5% | 20,533 | -2.6% | 0.06% | +9.3% |
Q4 2019 | $1,959,000 | +12.7% | 21,088 | +1.9% | 0.05% | +28.6% |
Q3 2019 | $1,739,000 | +22.5% | 20,701 | +21.3% | 0.04% | +20.0% |
Q2 2019 | $1,420,000 | +11.3% | 17,060 | +6.2% | 0.04% | -10.3% |
Q1 2019 | $1,276,000 | +15.3% | 16,060 | -0.0% | 0.04% | +14.7% |
Q4 2018 | $1,107,000 | -15.9% | 16,062 | 0.0% | 0.03% | -12.8% |
Q3 2018 | $1,317,000 | +8.2% | 16,062 | 0.0% | 0.04% | 0.0% |
Q2 2018 | $1,217,000 | +4.7% | 16,062 | -0.8% | 0.04% | +2.6% |
Q1 2018 | $1,162,000 | +0.2% | 16,198 | -1.2% | 0.04% | 0.0% |
Q4 2017 | $1,160,000 | +7.0% | 16,402 | 0.0% | 0.04% | +2.7% |
Q3 2017 | $1,084,000 | +4.7% | 16,402 | +0.2% | 0.04% | +2.8% |
Q2 2017 | $1,035,000 | +4.5% | 16,374 | 0.0% | 0.04% | +2.9% |
Q1 2017 | $990,000 | +8.3% | 16,374 | 0.0% | 0.04% | +2.9% |
Q4 2016 | $914,000 | +0.7% | 16,374 | 0.0% | 0.03% | -8.1% |
Q3 2016 | $908,000 | +5.7% | 16,374 | 0.0% | 0.04% | +2.8% |
Q2 2016 | $859,000 | -2.7% | 16,374 | -2.8% | 0.04% | -5.3% |
Q1 2016 | $883,000 | +19.8% | 16,853 | +20.8% | 0.04% | +18.8% |
Q4 2015 | $737,000 | +30.7% | 13,950 | +23.5% | 0.03% | -3.0% |
Q3 2015 | $564,000 | – | 11,292 | – | 0.03% | – |
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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% |