SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 115 filers reported holding SCHWAB STRATEGIC TR in Q4 2014. The put-call ratio across all filers is 2.49 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2022 | $6,872,828 | +682.8% | 123,701 | +953.9% | 0.00% | – |
Q1 2022 | $878,000 | -50.2% | 11,738 | -1.4% | 0.00% | -100.0% |
Q3 2021 | $1,762,000 | -87.1% | 11,901 | -90.0% | 0.00% | -87.5% |
Q3 2020 | $13,705,000 | +177.8% | 119,000 | +145.0% | 0.01% | +100.0% |
Q2 2020 | $4,933,000 | +313.1% | 48,581 | +224.2% | 0.00% | +300.0% |
Q1 2020 | $1,194,000 | -79.4% | 14,987 | -76.0% | 0.00% | -87.5% |
Q4 2019 | $5,797,000 | -46.0% | 62,396 | -51.1% | 0.01% | -55.6% |
Q3 2019 | $10,727,000 | -14.3% | 127,685 | -15.1% | 0.02% | -18.2% |
Q2 2019 | $12,515,000 | +157.1% | 150,406 | +153.4% | 0.02% | +120.0% |
Q3 2018 | $4,868,000 | -72.4% | 59,350 | -74.5% | 0.01% | -75.6% |
Q2 2018 | $17,653,000 | +44.2% | 232,949 | +36.4% | 0.04% | +28.1% |
Q1 2018 | $12,245,000 | +60.9% | 170,752 | +58.6% | 0.03% | +45.5% |
Q4 2017 | $7,611,000 | -8.3% | 107,638 | -14.4% | 0.02% | -18.5% |
Q3 2017 | $8,303,000 | -69.3% | 125,674 | -70.6% | 0.03% | -71.6% |
Q2 2017 | $27,021,000 | +301.0% | 427,552 | +283.7% | 0.10% | +216.7% |
Q1 2017 | $6,739,000 | +1668.8% | 111,424 | +1532.6% | 0.03% | +1400.0% |
Q4 2016 | $381,000 | -94.7% | 6,825 | -94.8% | 0.00% | -94.3% |
Q3 2016 | $7,240,000 | +3.3% | 130,489 | -2.3% | 0.04% | 0.0% |
Q2 2016 | $7,010,000 | +54.3% | 133,598 | +55.4% | 0.04% | +25.0% |
Q4 2015 | $4,543,000 | +37.8% | 85,993 | +30.4% | 0.03% | +33.3% |
Q3 2015 | $3,296,000 | -11.5% | 65,946 | -5.0% | 0.02% | -12.5% |
Q2 2015 | $3,724,000 | +101.7% | 69,385 | +102.5% | 0.02% | +71.4% |
Q1 2015 | $1,846,000 | +47.1% | 34,270 | +34.3% | 0.01% | +7.7% |
Q3 2014 | $1,255,000 | +293.4% | 25,511 | +267.4% | 0.01% | +225.0% |
Q1 2014 | $319,000 | – | 6,943 | – | 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% |