SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 82 filers reported holding SCHWAB STRATEGIC TR in Q3 2014. The put-call ratio across all filers is 1.74 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2019 | $1,097,000 | +5.9% | 11,834 | -4.0% | 0.22% | -8.4% |
Q3 2019 | $1,036,000 | +2.3% | 12,333 | +1.1% | 0.24% | +6.2% |
Q2 2019 | $1,013,000 | +0.4% | 12,203 | -3.9% | 0.22% | -9.6% |
Q1 2019 | $1,009,000 | +9.1% | 12,700 | -5.4% | 0.25% | -4.6% |
Q4 2018 | $925,000 | -16.5% | 13,424 | -0.6% | 0.26% | -1.9% |
Q3 2018 | $1,108,000 | +22.2% | 13,504 | +12.9% | 0.27% | +15.2% |
Q2 2018 | $907,000 | +5.2% | 11,963 | -0.5% | 0.23% | +0.9% |
Q1 2018 | $862,000 | +8.4% | 12,024 | +7.2% | 0.23% | +1.8% |
Q4 2017 | $795,000 | +9.5% | 11,214 | +1.9% | 0.22% | +2.3% |
Q3 2017 | $726,000 | -2.2% | 11,000 | -6.2% | 0.22% | -6.0% |
Q2 2017 | $742,000 | +7.5% | 11,725 | +2.9% | 0.23% | -2.1% |
Q1 2017 | $690,000 | +3.1% | 11,390 | -5.0% | 0.24% | -5.5% |
Q4 2016 | $669,000 | -8.2% | 11,990 | -8.7% | 0.25% | -18.4% |
Q3 2016 | $729,000 | -4.5% | 13,139 | -9.8% | 0.31% | -2.2% |
Q2 2016 | $763,000 | +12.9% | 14,563 | +13.0% | 0.32% | +3.3% |
Q1 2016 | $676,000 | +22.0% | 12,889 | +23.6% | 0.31% | +46.9% |
Q4 2015 | $554,000 | +3.7% | 10,431 | -3.4% | 0.21% | +4.0% |
Q3 2015 | $534,000 | +6.0% | 10,796 | +15.3% | 0.20% | +16.9% |
Q2 2015 | $504,000 | -14.7% | 9,367 | -14.3% | 0.17% | -13.6% |
Q1 2015 | $591,000 | +37.4% | 10,927 | +32.1% | 0.20% | +25.9% |
Q4 2014 | $430,000 | +29.5% | 8,269 | +22.4% | 0.16% | +23.4% |
Q3 2014 | $332,000 | +27.2% | 6,757 | +25.4% | 0.13% | +18.5% |
Q2 2014 | $261,000 | +4.4% | 5,390 | -0.6% | 0.11% | +2.9% |
Q1 2014 | $250,000 | -23.1% | 5,425 | -24.5% | 0.10% | -30.0% |
Q4 2013 | $325,000 | +31.6% | 7,190 | +19.4% | 0.15% | -0.7% |
Q3 2013 | $247,000 | +16.5% | 6,020 | +9.2% | 0.15% | +6.3% |
Q2 2013 | $212,000 | – | 5,515 | – | 0.14% | – |
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% |