SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 660 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is 0.57 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2022 | $79,000 | -94.6% | 1,056 | -88.1% | 0.00% | -93.9% |
Q4 2021 | $1,455,000 | -29.7% | 8,884 | -36.4% | 0.05% | -29.0% |
Q3 2021 | $2,070,000 | -7.3% | 13,977 | -8.7% | 0.07% | -9.2% |
Q2 2021 | $2,234,000 | -30.8% | 15,307 | -38.5% | 0.08% | -33.3% |
Q1 2021 | $3,229,000 | -19.7% | 24,876 | -20.6% | 0.11% | -23.0% |
Q4 2020 | $4,023,000 | -0.8% | 31,337 | -11.0% | 0.15% | -11.4% |
Q3 2020 | $4,054,000 | +2045.0% | 35,201 | +1785.4% | 0.17% | +1987.5% |
Q2 2020 | $189,000 | -79.4% | 1,867 | -83.8% | 0.01% | -81.4% |
Q1 2020 | $916,000 | -83.1% | 11,494 | -80.2% | 0.04% | -77.7% |
Q4 2019 | $5,406,000 | +74.3% | 58,189 | +57.7% | 0.19% | +73.9% |
Q3 2019 | $3,102,000 | +1838.8% | 36,910 | +1818.4% | 0.11% | +2120.0% |
Q2 2019 | $160,000 | +95.1% | 1,924 | +91.8% | 0.01% | +150.0% |
Q1 2019 | $82,000 | – | 1,003 | – | 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% |