SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 722 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.55 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $14 | -80.0% | 7,600 | +40.1% | 0.00% | -88.9% |
Q2 2023 | $70 | +233.3% | 5,425 | -11.1% | 0.01% | +350.0% |
Q1 2023 | $21 | -30.0% | 6,099 | +7.0% | 0.00% | -33.3% |
Q4 2022 | $30 | -100.0% | 5,699 | -12.3% | 0.00% | -62.5% |
Q3 2022 | $109,000 | +1457.1% | 6,500 | +20.3% | 0.01% | – |
Q2 2022 | $7,000 | -94.9% | 5,401 | -51.7% | 0.00% | -100.0% |
Q1 2022 | $137,000 | +3325.0% | 11,172 | +66.7% | 0.01% | – |
Q4 2021 | $4,000 | -95.8% | 6,700 | +6.3% | 0.00% | -100.0% |
Q3 2021 | $95,000 | +156.8% | 6,300 | +8.6% | 0.00% | +300.0% |
Q2 2021 | $37,000 | +94.7% | 5,800 | +1.8% | 0.00% | 0.0% |
Q1 2021 | $19,000 | -77.6% | 5,700 | +23.9% | 0.00% | -75.0% |
Q4 2020 | $85,000 | +254.2% | 4,599 | -25.8% | 0.00% | +300.0% |
Q3 2020 | $24,000 | +50.0% | 6,200 | -28.7% | 0.00% | 0.0% |
Q2 2020 | $16,000 | -84.9% | 8,700 | +102.4% | 0.00% | -80.0% |
Q1 2020 | $106,000 | +5200.0% | 4,299 | +290.8% | 0.01% | – |
Q4 2019 | $2,000 | +100.0% | 1,100 | +37.5% | 0.00% | – |
Q3 2019 | $1,000 | – | 800 | +100.0% | 0.00% | – |
Q2 2019 | $0 | -100.0% | 400 | +101.0% | 0.00% | -100.0% |
Q1 2019 | $7,000 | +600.0% | 199 | -50.2% | 0.00% | – |
Q1 2018 | $1,000 | -98.6% | 400 | -66.7% | 0.00% | -100.0% |
Q3 2017 | $72,000 | +1700.0% | 1,200 | -14.3% | 0.00% | – |
Q2 2017 | $4,000 | -55.6% | 1,400 | +2.0% | 0.00% | – |
Q4 2016 | $9,000 | -73.5% | 1,372 | -51.0% | 0.00% | -100.0% |
Q3 2016 | $34,000 | +3300.0% | 2,800 | -12.5% | 0.00% | – |
Q2 2016 | $1,000 | 0.0% | 3,200 | +52.4% | 0.00% | – |
Q1 2016 | $1,000 | – | 2,100 | +90.9% | 0.00% | – |
Q4 2015 | $0 | – | 1,100 | – | 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% |