SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 555 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 0.07 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $154,457 | -37.4% | 2,124 | -35.5% | 0.02% | -37.5% |
| Q2 2023 | $246,885 | +15.0% | 3,294 | 0.0% | 0.04% | +8.1% |
| Q1 2023 | $214,670 | +17.3% | 3,294 | 0.0% | 0.04% | +8.8% |
| Q4 2022 | $183,015 | -0.5% | 3,294 | 0.0% | 0.03% | -12.8% |
| Q3 2022 | $184,000 | +7.6% | 3,294 | +11.6% | 0.04% | +11.4% |
| Q2 2022 | $171,000 | -22.6% | 2,952 | 0.0% | 0.04% | -12.5% |
| Q1 2022 | $221,000 | +287.7% | 2,952 | +743.4% | 0.04% | +300.0% |
| Q4 2021 | $57,000 | +470.0% | 350 | +400.0% | 0.01% | +400.0% |
| Q3 2021 | $10,000 | 0.0% | 70 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $10,000 | +11.1% | 70 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $9,000 | -69.0% | 70 | -81.1% | 0.00% | -81.8% |
| Q1 2020 | $29,000 | -14.7% | 370 | 0.0% | 0.01% | -15.4% |
| Q4 2019 | $34,000 | +9.7% | 370 | 0.0% | 0.01% | +8.3% |
| Q3 2019 | $31,000 | -39.2% | 370 | -39.8% | 0.01% | -42.9% |
| Q2 2019 | $51,000 | – | 615 | – | 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% |