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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $379,000 | -93.3% | 5,065 | -85.4% | 0.01% | -91.5% |
| Q4 2021 | $5,692,000 | +93.2% | 34,766 | +74.7% | 0.15% | +29.7% |
| Q3 2021 | $2,946,000 | +232.9% | 19,895 | +228.3% | 0.12% | +168.2% |
| Q2 2021 | $885,000 | +145.2% | 6,060 | +117.6% | 0.04% | +120.0% |
| Q1 2021 | $361,000 | -39.3% | 2,785 | -46.1% | 0.02% | -54.5% |
| Q3 2020 | $595,000 | +0.8% | 5,167 | -11.0% | 0.04% | -6.4% |
| Q2 2020 | $590,000 | -73.0% | 5,806 | -78.8% | 0.05% | -60.8% |
| Q1 2020 | $2,183,000 | +240.6% | 27,403 | +239.6% | 0.12% | +224.3% |
| Q1 2019 | $641,000 | +3.2% | 8,069 | -8.1% | 0.04% | -33.9% |
| Q4 2017 | $621,000 | +717.1% | 8,776 | +541.5% | 0.06% | +1020.0% |
| Q4 2016 | $76,000 | -91.4% | 1,368 | -91.4% | 0.01% | -93.9% |
| Q3 2016 | $886,000 | – | 15,968 | – | 0.08% | – |
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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% |