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 | ||||
---|---|---|---|---|---|---|
Q2 2024 | $1,459,559 | +9.9% | 14,474 | +1.1% | 0.05% | +8.5% |
Q1 2024 | $1,327,565 | +14.0% | 14,318 | +2.0% | 0.05% | +4.4% |
Q4 2023 | $1,164,759 | +14.1% | 14,040 | 0.0% | 0.04% | 0.0% |
Q3 2023 | $1,020,989 | -9.5% | 14,040 | -6.7% | 0.04% | -6.2% |
Q2 2023 | $1,127,549 | +19.6% | 15,044 | +4.0% | 0.05% | +11.6% |
Q1 2023 | $942,475 | +59399.7% | 14,462 | -49.3% | 0.04% | 0.0% |
Q4 2022 | $1,584 | -99.8% | 28,500 | +133.4% | 0.04% | -6.5% |
Q3 2022 | $682,000 | -1.4% | 12,213 | +2.4% | 0.05% | -9.8% |
Q2 2022 | $692,000 | -20.1% | 11,927 | +3.0% | 0.05% | +8.5% |
Q1 2022 | $866,000 | -5.6% | 11,580 | +106.7% | 0.05% | +2.2% |
Q4 2021 | $917,000 | +10.0% | 5,603 | -0.5% | 0.05% | 0.0% |
Q3 2021 | $834,000 | +2.1% | 5,633 | +0.6% | 0.05% | +2.2% |
Q2 2021 | $817,000 | +27.5% | 5,600 | +13.4% | 0.04% | +18.4% |
Q1 2021 | $641,000 | -10.0% | 4,937 | -11.0% | 0.04% | -13.6% |
Q4 2020 | $712,000 | +43.0% | 5,546 | +28.3% | 0.04% | +25.7% |
Q3 2020 | $498,000 | +11.7% | 4,321 | -1.5% | 0.04% | +6.1% |
Q2 2020 | $446,000 | -21.3% | 4,389 | -38.3% | 0.03% | -40.0% |
Q1 2020 | $567,000 | -19.5% | 7,119 | -6.1% | 0.06% | -9.8% |
Q4 2019 | $704,000 | +10.5% | 7,578 | 0.0% | 0.06% | 0.0% |
Q3 2019 | $637,000 | +3.1% | 7,578 | +2.0% | 0.06% | +1.7% |
Q2 2019 | $618,000 | -2.1% | 7,427 | -6.6% | 0.06% | -4.8% |
Q1 2019 | $631,000 | -22.2% | 7,950 | -32.4% | 0.06% | -32.3% |
Q4 2018 | $811,000 | – | 11,767 | – | 0.09% | – |
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% |