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 | $38 | +192.3% | 382 | +169.0% | 0.00% | – |
| Q1 2024 | $13 | -83.8% | 142 | -85.2% | 0.00% | – |
| Q4 2023 | $80 | -29.8% | 962 | -38.7% | 0.00% | – |
| Q3 2023 | $114 | -30.1% | 1,570 | -28.0% | 0.00% | – |
| Q2 2023 | $163 | +14.8% | 2,180 | 0.0% | 0.00% | – |
| Q1 2023 | $142 | -65.9% | 2,180 | -70.9% | 0.00% | -100.0% |
| Q4 2022 | $416 | -99.7% | 7,484 | +243.3% | 0.00% | – |
| Q3 2022 | $122,000 | -3.2% | 2,180 | 0.0% | 0.00% | – |
| Q2 2022 | $126,000 | -22.7% | 2,180 | 0.0% | 0.00% | – |
| Q1 2022 | $163,000 | -8.4% | 2,180 | +100.0% | 0.00% | – |
| Q4 2021 | $178,000 | +10.6% | 1,090 | 0.0% | 0.00% | – |
| Q3 2021 | $161,000 | +1.3% | 1,090 | 0.0% | 0.00% | – |
| Q2 2021 | $159,000 | +12.8% | 1,090 | 0.0% | 0.00% | – |
| Q1 2021 | $141,000 | +48.4% | 1,090 | -8.9% | 0.00% | – |
| Q1 2019 | $95,000 | – | 1,196 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Northern Capital Management, Inc. | 473,084 | $34,402,691 | 32.12% |
| Thrive Wealth Management, LLC | 1,234,934 | $89,804,434 | 23.89% |
| Marquette Asset Management, LLC | 1,090,081 | $79,270,700 | 18.80% |
| Financial Advisors, LLC | 922,244 | $67,065,556 | 16.60% |
| Legacy Financial Strategies, LLC | 649,549 | $49,554,130 | 15.93% |
| Fund Evaluation Group, LLC | 2,440,415 | $177,467 | 15.77% |
| Avantax Planning Partners, Inc. | 5,132,324 | $373,222,603 | 15.61% |
| Triton Wealth Management, PLLC | 310,011 | $23,179,006 | 15.59% |
| Aspen Wealth Strategies, LLC | 250,439 | $18,214,792 | 14.21% |
| HHM Wealth Advisors, LLC | 967,878 | $70,384,087 | 13.75% |