SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 674 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 0.56 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $215,284 | -3.6% | 2,960 | -0.7% | 0.04% | 0.0% |
| Q2 2023 | $223,385 | +10.6% | 2,980 | -14.4% | 0.04% | -6.8% |
| Q2 2022 | $202,000 | -22.3% | 3,480 | 0.0% | 0.04% | -10.2% |
| Q1 2022 | $260,000 | -8.8% | 3,480 | +100.0% | 0.05% | -5.8% |
| Q4 2021 | $285,000 | +16.8% | 1,740 | +5.5% | 0.05% | +10.6% |
| Q3 2021 | $244,000 | +1.2% | 1,650 | 0.0% | 0.05% | +2.2% |
| Q2 2021 | $241,000 | +12.6% | 1,650 | 0.0% | 0.05% | +4.5% |
| Q1 2021 | $214,000 | +0.9% | 1,650 | 0.0% | 0.04% | -6.4% |
| Q4 2020 | $212,000 | +1.9% | 1,650 | -19.5% | 0.05% | -19.0% |
| Q2 2020 | $208,000 | -0.5% | 2,050 | -8.9% | 0.06% | +7.4% |
| Q4 2019 | $209,000 | +464.9% | 2,250 | +400.0% | 0.05% | +390.9% |
| Q3 2018 | $37,000 | +8.8% | 450 | 0.0% | 0.01% | +10.0% |
| Q2 2018 | $34,000 | +6.2% | 450 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $32,000 | – | 450 | – | 0.01% | – |
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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% |