SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 583 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 0.07 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $177,219 | +60.2% | 2,437 | +65.1% | 0.01% | +66.7% |
Q2 2023 | $110,626 | +15.0% | 1,476 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $96,191 | +17.3% | 1,476 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $82,007 | +0.0% | 1,476 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $82,000 | -4.7% | 1,476 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $86,000 | -21.8% | 1,476 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $110,000 | -9.1% | 1,476 | +100.0% | 0.00% | 0.0% |
Q4 2021 | $121,000 | +11.0% | 738 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $109,000 | +0.9% | 738 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $108,000 | +12.5% | 738 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $96,000 | +12.9% | 738 | 0.0% | 0.00% | -25.0% |
Q4 2020 | $85,000 | 0.0% | 738 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $85,000 | +13.3% | 738 | 0.0% | 0.00% | +33.3% |
Q2 2020 | $75,000 | +27.1% | 738 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $59,000 | +1866.7% | 738 | +1894.6% | 0.00% | – |
Q4 2019 | $3,000 | 0.0% | 37 | 0.0% | 0.00% | – |
Q3 2019 | $3,000 | 0.0% | 37 | 0.0% | 0.00% | – |
Q2 2019 | $3,000 | -50.0% | 37 | -52.6% | 0.00% | – |
Q1 2019 | $6,000 | -75.0% | 78 | -77.4% | 0.00% | -100.0% |
Q4 2018 | $24,000 | – | 345 | +4212.5% | 0.00% | – |
Q1 2016 | $0 | – | 8 | 0.0% | 0.00% | – |
Q4 2015 | $0 | – | 8 | 0.0% | 0.00% | – |
Q3 2015 | $0 | – | 8 | 0.0% | 0.00% | – |
Q2 2015 | $0 | – | 8 | 0.0% | 0.00% | – |
Q1 2015 | $0 | – | 8 | 0.0% | 0.00% | – |
Q3 2014 | $0 | – | 8 | 0.0% | 0.00% | – |
Q2 2014 | $0 | – | 8 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Avantax Planning Partners, Inc. | 3,513,687 | $248,453,000 | 22.75% |
Marquette Asset Management, LLC | 844,050 | $59,683,000 | 22.10% |
Financial Engines Advisors L.L.C. | 9,210,328 | $651,313,000 | 18.71% |
TOTAL INVESTMENT MANAGEMENT INC | 675,455 | $47,761,000 | 14.08% |
Newport Wealth Strategies, Inc. | 200,783 | $15,213,000 | 10.89% |
Invst, LLC | 207,730 | $14,689,000 | 10.81% |
Denver PWM, LLC | 184,344 | $13,560,000 | 10.24% |
Harborview Advisors, LLC | 141,341 | $9,994,000 | 9.56% |
B & T Capital Management DBA Alpha Capital Management | 278,553 | $19,696,000 | 9.29% |
Spectrum Asset Management, Inc. (NB/CA) | 169,872 | $12,012,000 | 9.18% |