SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 578 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 1.33 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $802,333 | +8.8% | 7,956 | 0.0% | 0.03% | +7.4% |
Q1 2024 | $737,726 | +4.2% | 7,956 | -6.8% | 0.03% | -3.6% |
Q4 2023 | $708,021 | +14.1% | 8,534 | 0.0% | 0.03% | +3.7% |
Q3 2023 | $620,628 | -3.0% | 8,534 | 0.0% | 0.03% | +3.8% |
Q2 2023 | $639,660 | +15.0% | 8,534 | 0.0% | 0.03% | +13.0% |
Q1 2023 | $556,193 | +128947.1% | 8,534 | +10.0% | 0.02% | +21.1% |
Q4 2022 | $431 | -99.9% | 7,756 | -3.0% | 0.02% | -9.5% |
Q3 2022 | $446,000 | -28.8% | 7,996 | -25.9% | 0.02% | -22.2% |
Q2 2022 | $626,000 | -22.5% | 10,795 | 0.0% | 0.03% | -10.0% |
Q1 2022 | $808,000 | +9.8% | 10,795 | +140.3% | 0.03% | +15.4% |
Q4 2021 | $736,000 | +8.9% | 4,492 | -1.6% | 0.03% | -3.7% |
Q3 2021 | $676,000 | +8.5% | 4,567 | +6.9% | 0.03% | +8.0% |
Q2 2021 | $623,000 | +60.2% | 4,271 | +42.6% | 0.02% | +47.1% |
Q1 2021 | $389,000 | -6.7% | 2,996 | -7.7% | 0.02% | -15.0% |
Q4 2020 | $417,000 | +11.5% | 3,246 | 0.0% | 0.02% | -4.8% |
Q3 2020 | $374,000 | +25.1% | 3,246 | +10.3% | 0.02% | +23.5% |
Q2 2020 | $299,000 | +31.1% | 2,942 | +2.8% | 0.02% | +13.3% |
Q1 2020 | $228,000 | -26.7% | 2,862 | -14.4% | 0.02% | -11.8% |
Q4 2019 | $311,000 | – | 3,343 | – | 0.02% | – |
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% |