SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 475 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is 0.33 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $2,976,000 | -6.7% | 35,425 | -7.6% | 0.13% | -7.4% |
| Q2 2019 | $3,191,000 | -0.4% | 38,343 | -4.9% | 0.14% | -1.4% |
| Q1 2019 | $3,204,000 | +12.2% | 40,339 | -2.6% | 0.14% | +0.7% |
| Q4 2018 | $2,856,000 | -17.3% | 41,432 | -1.6% | 0.14% | -5.5% |
| Q3 2018 | $3,455,000 | +6.5% | 42,124 | -1.6% | 0.14% | +2.1% |
| Q2 2018 | $3,243,000 | +2.3% | 42,789 | -3.2% | 0.14% | -2.1% |
| Q1 2018 | $3,169,000 | -2.3% | 44,189 | -3.7% | 0.14% | -4.0% |
| Q4 2017 | $3,244,000 | +0.6% | 45,881 | -6.0% | 0.15% | -1.3% |
| Q3 2017 | $3,224,000 | -2.2% | 48,803 | -6.5% | 0.15% | -5.6% |
| Q2 2017 | $3,297,000 | -4.2% | 52,169 | -8.3% | 0.16% | -6.4% |
| Q1 2017 | $3,441,000 | +3.5% | 56,897 | -4.5% | 0.17% | -1.1% |
| Q4 2016 | $3,325,000 | -6.4% | 59,562 | -7.0% | 0.18% | -11.2% |
| Q3 2016 | $3,552,000 | +10.6% | 64,021 | +4.6% | 0.20% | +9.4% |
| Q2 2016 | $3,212,000 | +13.0% | 61,206 | +12.9% | 0.18% | +11.8% |
| Q1 2016 | $2,843,000 | +4.4% | 54,232 | +5.2% | 0.16% | +3.2% |
| Q4 2015 | $2,724,000 | +24.2% | 51,557 | +17.5% | 0.16% | +18.2% |
| Q3 2015 | $2,193,000 | +5.9% | 43,871 | +13.7% | 0.13% | +10.0% |
| Q2 2015 | $2,071,000 | +2.6% | 38,589 | +3.0% | 0.12% | +2.6% |
| Q1 2015 | $2,018,000 | +34.9% | 37,469 | +29.7% | 0.12% | +28.6% |
| Q4 2014 | $1,496,000 | +29.4% | 28,886 | +22.9% | 0.09% | +21.3% |
| Q3 2014 | $1,156,000 | +38.1% | 23,505 | +36.2% | 0.08% | +38.9% |
| Q2 2014 | $837,000 | +39.3% | 17,253 | +32.0% | 0.05% | +35.0% |
| Q1 2014 | $601,000 | – | 13,067 | – | 0.04% | – |
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% |