SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 574 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 1.33 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $696,804 | -2.9% | 9,582 | +0.1% | 0.15% | +0.7% |
| Q2 2023 | $717,342 | +15.1% | 9,571 | +0.1% | 0.15% | +9.4% |
| Q1 2023 | $622,974 | +17.5% | 9,559 | +0.1% | 0.14% | +11.2% |
| Q4 2022 | $530,395 | -0.3% | 9,546 | +0.1% | 0.12% | -6.0% |
| Q3 2022 | $532,000 | -3.6% | 9,533 | +0.1% | 0.13% | +0.8% |
| Q2 2022 | $552,000 | -22.4% | 9,520 | +0.1% | 0.13% | -11.4% |
| Q1 2022 | $711,000 | -8.6% | 9,508 | +100.2% | 0.15% | -2.6% |
| Q4 2021 | $778,000 | +10.8% | 4,749 | +0.1% | 0.15% | +6.2% |
| Q3 2021 | $702,000 | -7.5% | 4,743 | -8.8% | 0.14% | -8.3% |
| Q2 2021 | $759,000 | +12.6% | 5,202 | +0.1% | 0.16% | +7.5% |
| Q1 2021 | $674,000 | +1.0% | 5,196 | +0.1% | 0.15% | -9.9% |
| Q4 2020 | $667,000 | +11.7% | 5,191 | +0.1% | 0.16% | -6.9% |
| Q3 2020 | $597,000 | +13.5% | 5,184 | +0.2% | 0.17% | +4.8% |
| Q2 2020 | $526,000 | +27.7% | 5,176 | +0.2% | 0.17% | +7.1% |
| Q1 2020 | $412,000 | -14.0% | 5,168 | +0.2% | 0.16% | +6.9% |
| Q4 2019 | $479,000 | +11.1% | 5,157 | +0.4% | 0.14% | -2.0% |
| Q3 2019 | $431,000 | +1.2% | 5,134 | +0.3% | 0.15% | -2.0% |
| Q2 2019 | $426,000 | – | 5,121 | – | 0.15% | – |
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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% |