SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 354 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $148,000 | +18.4% | 1,459 | -7.1% | 0.04% | +4.7% |
| Q1 2020 | $125,000 | -17.8% | 1,571 | -4.1% | 0.04% | 0.0% |
| Q4 2019 | $152,000 | +108.2% | 1,639 | +88.6% | 0.04% | +104.8% |
| Q3 2019 | $73,000 | +32.7% | 869 | +30.5% | 0.02% | +31.2% |
| Q2 2019 | $55,000 | +205.6% | 666 | +197.3% | 0.02% | +166.7% |
| Q1 2019 | $18,000 | +50.0% | 224 | +26.6% | 0.01% | +50.0% |
| Q4 2018 | $12,000 | -20.0% | 177 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $15,000 | +15.4% | 177 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $13,000 | +8.3% | 177 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $12,000 | -7.7% | 177 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $13,000 | +18.2% | 177 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $11,000 | 0.0% | 177 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $11,000 | 0.0% | 177 | 0.0% | 0.00% | -50.0% |
| Q1 2017 | $11,000 | +10.0% | 177 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $10,000 | 0.0% | 177 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $10,000 | +11.1% | 177 | 0.0% | 0.01% | +14.3% |
| Q2 2016 | $9,000 | 0.0% | 177 | 0.0% | 0.01% | +16.7% |
| Q1 2016 | $9,000 | 0.0% | 177 | 0.0% | 0.01% | -14.3% |
| Q4 2015 | $9,000 | – | 177 | – | 0.01% | – |
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% |