SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 438 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $255,000 | -22.5% | 4,400 | 0.0% | 0.05% | 0.0% |
| Q1 2022 | $329,000 | +165.3% | 4,400 | +417.6% | 0.05% | +131.8% |
| Q2 2021 | $124,000 | +27.8% | 850 | +13.3% | 0.02% | +10.0% |
| Q1 2021 | $97,000 | +1.0% | 750 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $96,000 | -2.0% | 750 | -11.8% | 0.02% | -41.2% |
| Q3 2020 | $98,000 | -52.0% | 850 | -57.7% | 0.03% | -55.8% |
| Q2 2020 | $204,000 | +34.2% | 2,010 | +5.5% | 0.08% | +60.4% |
| Q1 2020 | $152,000 | +8.6% | 1,905 | +26.6% | 0.05% | +37.1% |
| Q4 2019 | $140,000 | +18.6% | 1,505 | +7.1% | 0.04% | +6.1% |
| Q3 2019 | $118,000 | +0.9% | 1,405 | 0.0% | 0.03% | 0.0% |
| Q2 2019 | $117,000 | +39.3% | 1,405 | +33.2% | 0.03% | +32.0% |
| Q1 2019 | $84,000 | – | 1,055 | – | 0.02% | – |
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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% |