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 | $925,217 | -3.0% | 12,723 | 0.0% | 0.68% | +0.1% |
Q2 2023 | $953,589 | +132711.8% | 12,723 | -1.5% | 0.68% | +30.7% |
Q4 2022 | $718 | -99.9% | 12,919 | 0.0% | 0.52% | -19.5% |
Q3 2022 | $721,000 | -3.7% | 12,919 | 0.0% | 0.65% | +4.4% |
Q2 2022 | $749,000 | -22.5% | 12,919 | 0.0% | 0.62% | -7.9% |
Q1 2022 | $967,000 | -10.0% | 12,919 | +96.7% | 0.67% | -7.0% |
Q4 2021 | $1,075,000 | +10.5% | 6,567 | 0.0% | 0.72% | -2.8% |
Q3 2021 | $973,000 | +4.8% | 6,567 | -8.2% | 0.74% | -3.6% |
Q1 2021 | $928,000 | -0.1% | 7,154 | -1.1% | 0.77% | -6.1% |
Q4 2020 | $929,000 | +11.1% | 7,233 | -0.4% | 0.82% | -2.5% |
Q3 2020 | $836,000 | -77.3% | 7,259 | -80.0% | 0.84% | +0.4% |
Q2 2020 | $3,685,000 | +39.1% | 36,295 | +9.1% | 0.84% | +19.1% |
Q1 2020 | $2,650,000 | +328.8% | 33,265 | +400.0% | 0.71% | +12.6% |
Q4 2019 | $618,000 | +10.6% | 6,653 | 0.0% | 0.63% | -3.7% |
Q3 2019 | $559,000 | -5.3% | 6,653 | -6.1% | 0.65% | -6.3% |
Q2 2019 | $590,000 | +9.5% | 7,085 | +4.4% | 0.70% | +3.0% |
Q1 2019 | $539,000 | +15.2% | 6,787 | 0.0% | 0.68% | +11.2% |
Q4 2018 | $468,000 | -16.4% | 6,787 | -0.6% | 0.61% | -6.2% |
Q3 2018 | $560,000 | +8.1% | 6,831 | 0.0% | 0.65% | +7.1% |
Q2 2018 | $518,000 | +0.4% | 6,831 | -5.0% | 0.60% | +2.2% |
Q1 2018 | $516,000 | -3.0% | 7,191 | -4.5% | 0.59% | +2.8% |
Q4 2017 | $532,000 | +1.5% | 7,527 | -5.0% | 0.58% | -4.3% |
Q3 2017 | $524,000 | +4.6% | 7,925 | 0.0% | 0.60% | +2.6% |
Q2 2017 | $501,000 | +4.6% | 7,925 | 0.0% | 0.59% | +2.1% |
Q1 2017 | $479,000 | -78.3% | 7,925 | -80.0% | 0.57% | +6.3% |
Q4 2016 | $2,210,000 | +402.3% | 39,625 | +400.0% | 0.54% | -5.1% |
Q3 2016 | $440,000 | +9.5% | 7,925 | +3.4% | 0.57% | +4.6% |
Q2 2016 | $402,000 | – | 7,664 | – | 0.54% | – |
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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% |