SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 438 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $297,000 | -14.4% | 2,578 | -24.5% | 0.01% | -20.0% |
| Q2 2020 | $347,000 | +11.9% | 3,413 | -12.4% | 0.01% | -9.1% |
| Q1 2020 | $310,000 | -36.7% | 3,897 | -26.2% | 0.01% | -15.4% |
| Q4 2019 | $490,000 | +35.0% | 5,277 | +22.2% | 0.01% | +30.0% |
| Q3 2019 | $363,000 | -0.8% | 4,317 | -1.8% | 0.01% | 0.0% |
| Q2 2019 | $366,000 | +4.6% | 4,396 | -0.1% | 0.01% | -9.1% |
| Q1 2019 | $350,000 | +34.1% | 4,399 | +16.1% | 0.01% | +22.2% |
| Q4 2018 | $261,000 | -4.7% | 3,789 | +13.4% | 0.01% | +12.5% |
| Q3 2018 | $274,000 | +12.8% | 3,342 | +4.2% | 0.01% | +33.3% |
| Q2 2018 | $243,000 | +659.4% | 3,207 | +525.1% | 0.01% | +500.0% |
| Q2 2017 | $32,000 | +3.2% | 513 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $31,000 | +6.9% | 513 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $29,000 | +3.6% | 513 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $28,000 | +75.0% | 513 | +63.9% | 0.00% | 0.0% |
| Q2 2016 | $16,000 | 0.0% | 313 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $16,000 | – | 313 | – | 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% |