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 2023 | $1,771 | -10.0% | 24,349 | -7.2% | 0.01% | 0.0% |
Q2 2023 | $1,967 | +17.7% | 26,248 | +2.4% | 0.01% | 0.0% |
Q1 2023 | $1,671 | +11.0% | 25,638 | -5.4% | 0.01% | +16.7% |
Q4 2022 | $1,506 | -99.9% | 27,109 | +0.2% | 0.01% | 0.0% |
Q3 2022 | $1,510,000 | -13.0% | 27,056 | -8.5% | 0.01% | -25.0% |
Q2 2022 | $1,736,000 | -12.5% | 29,585 | +11.5% | 0.01% | 0.0% |
Q1 2022 | $1,985,000 | +11.9% | 26,523 | +144.8% | 0.01% | +14.3% |
Q4 2021 | $1,774,000 | +9.4% | 10,833 | -1.0% | 0.01% | 0.0% |
Q3 2021 | $1,621,000 | +1.1% | 10,947 | -0.3% | 0.01% | 0.0% |
Q2 2021 | $1,603,000 | +9.1% | 10,983 | -3.0% | 0.01% | 0.0% |
Q1 2021 | $1,469,000 | +3.5% | 11,318 | +2.5% | 0.01% | 0.0% |
Q4 2020 | $1,419,000 | +26.8% | 11,047 | +13.7% | 0.01% | +16.7% |
Q3 2020 | $1,119,000 | +4.2% | 9,717 | -8.1% | 0.01% | -14.3% |
Q2 2020 | $1,074,000 | +55.9% | 10,579 | +22.2% | 0.01% | +40.0% |
Q1 2020 | $689,000 | +129.7% | 8,656 | +167.7% | 0.01% | +150.0% |
Q4 2019 | $300,000 | -11.2% | 3,233 | -19.6% | 0.00% | 0.0% |
Q3 2019 | $338,000 | +8.7% | 4,020 | +7.4% | 0.00% | 0.0% |
Q2 2019 | $311,000 | +38.2% | 3,743 | +32.0% | 0.00% | 0.0% |
Q1 2019 | $225,000 | -3.4% | 2,835 | -16.0% | 0.00% | 0.0% |
Q4 2018 | $233,000 | +1.3% | 3,375 | +20.1% | 0.00% | 0.0% |
Q3 2018 | $230,000 | – | 2,810 | – | 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% |