SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 559 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 0.07 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $519,744 | +21998.0% | 6,265 | -85.2% | 0.15% | -79.7% |
Q4 2022 | $2,352 | -99.4% | 42,326 | +1552.7% | 0.76% | +619.0% |
Q4 2021 | $419,000 | +74.6% | 2,561 | -0.8% | 0.10% | +40.0% |
Q4 2019 | $240,000 | -20.5% | 2,581 | -41.1% | 0.08% | -29.9% |
Q4 2018 | $302,000 | +3.4% | 4,382 | +6.2% | 0.11% | +11.5% |
Q4 2017 | $292,000 | – | 4,125 | – | 0.10% | – |
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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% |