SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 546 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 1.18 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $464,000 | +27.5% | 4,570 | 0.0% | 0.09% | -2.2% |
| Q1 2020 | $364,000 | -14.4% | 4,570 | 0.0% | 0.09% | -19.3% |
| Q4 2019 | $425,000 | +10.7% | 4,570 | 0.0% | 0.11% | +15.2% |
| Q3 2019 | $384,000 | +1.1% | 4,570 | 0.0% | 0.10% | +3.1% |
| Q2 2019 | $380,000 | +4.7% | 4,570 | 0.0% | 0.10% | +20.0% |
| Q1 2019 | $363,000 | +15.2% | 4,570 | 0.0% | 0.08% | +21.2% |
| Q4 2018 | $315,000 | -16.0% | 4,570 | 0.0% | 0.07% | -2.9% |
| Q3 2018 | $375,000 | +8.4% | 4,570 | 0.0% | 0.07% | +38.8% |
| Q2 2018 | $346,000 | -92.4% | 4,570 | +1293.3% | 0.05% | +19.5% |
| Q1 2018 | $4,570,000 | +1314.9% | 328 | -92.8% | 0.04% | +24.2% |
| Q4 2017 | $323,000 | +7.0% | 4,570 | 0.0% | 0.03% | +10.0% |
| Q3 2017 | $302,000 | +4.5% | 4,570 | 0.0% | 0.03% | -3.2% |
| Q2 2017 | $289,000 | -93.7% | 4,570 | +1555.8% | 0.03% | +210.0% |
| Q1 2017 | $4,570,000 | +1699.2% | 276 | -94.0% | 0.01% | -68.8% |
| Q3 2016 | $254,000 | +5.8% | 4,570 | 0.0% | 0.03% | +14.3% |
| Q2 2016 | $240,000 | -99.9% | 4,570 | 0.0% | 0.03% | -94.0% |
| Q1 2016 | $239,559,000 | +99302.1% | 4,570 | 0.0% | 0.46% | +1309.1% |
| Q4 2015 | $241,000 | – | 4,570 | – | 0.03% | – |
Download | ||||||
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% |