SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 546 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 1.18 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,200 | -3.0% | 44 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $3,298 | +15.0% | 44 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $2,867 | +17.3% | 44 | 0.0% | 0.00% | +100.0% |
| Q4 2022 | $2,445 | +22.2% | 44 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $2,000 | -33.3% | 44 | 0.0% | 0.00% | -50.0% |
| Q2 2022 | $3,000 | 0.0% | 44 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $3,000 | -25.0% | 44 | +100.0% | 0.00% | 0.0% |
| Q4 2021 | $4,000 | +33.3% | 22 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $3,000 | 0.0% | 22 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $3,000 | 0.0% | 22 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $3,000 | 0.0% | 22 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $3,000 | 0.0% | 22 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $3,000 | +50.0% | 22 | 0.0% | 0.00% | +100.0% |
| Q2 2020 | $2,000 | 0.0% | 22 | 0.0% | 0.00% | -50.0% |
| Q1 2020 | $2,000 | -95.7% | 22 | -96.0% | 0.00% | -93.5% |
| Q3 2019 | $46,000 | 0.0% | 549 | 0.0% | 0.03% | 0.0% |
| Q2 2019 | $46,000 | +4.5% | 549 | 0.0% | 0.03% | -3.1% |
| Q1 2019 | $44,000 | +15.8% | 549 | 0.0% | 0.03% | 0.0% |
| Q4 2018 | $38,000 | -15.6% | 549 | 0.0% | 0.03% | +3.2% |
| Q3 2018 | $45,000 | +7.1% | 549 | 0.0% | 0.03% | 0.0% |
| Q2 2018 | $42,000 | +7.7% | 549 | 0.0% | 0.03% | +14.8% |
| Q1 2018 | $39,000 | 0.0% | 549 | 0.0% | 0.03% | +8.0% |
| Q4 2017 | $39,000 | +8.3% | 549 | 0.0% | 0.02% | +4.2% |
| Q3 2017 | $36,000 | – | 549 | – | 0.02% | – |
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% |