SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 550 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 2024 | $80,470 | +8.8% | 798 | 0.0% | 0.00% | 0.0% |
| Q1 2024 | $73,991 | +11.8% | 798 | 0.0% | 0.00% | 0.0% |
| Q4 2023 | $66,202 | +14.1% | 798 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $58,031 | -3.0% | 798 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $59,810 | +15.0% | 798 | 0.0% | 0.00% | +100.0% |
| Q1 2023 | $52,006 | +17.3% | 798 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $44,337 | -1.5% | 798 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $45,000 | -2.2% | 798 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $46,000 | -23.3% | 798 | 0.0% | 0.00% | -50.0% |
| Q1 2022 | $60,000 | -11.8% | 798 | +93.2% | 0.00% | 0.0% |
| Q4 2021 | $68,000 | +11.5% | 413 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $61,000 | -16.4% | 413 | -17.4% | 0.00% | 0.0% |
| Q2 2021 | $73,000 | +12.3% | 500 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $65,000 | +1.6% | 500 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $64,000 | +10.3% | 500 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $58,000 | +13.7% | 500 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $51,000 | +27.5% | 500 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $40,000 | -13.0% | 500 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $46,000 | +9.5% | 500 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $42,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $42,000 | +5.0% | 500 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $40,000 | +17.6% | 500 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $34,000 | -17.1% | 500 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $41,000 | +7.9% | 500 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $38,000 | +5.6% | 500 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $36,000 | – | 500 | – | 0.00% | – |
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% |