SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 722 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.55 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,496,297 | -82.0% | 48,079 | -81.5% | 0.69% | -81.6% |
Q2 2023 | $19,434,259 | +30.1% | 259,296 | +13.2% | 3.76% | +20.8% |
Q1 2023 | $14,933,918 | +789.3% | 229,153 | +658.2% | 3.11% | +708.1% |
Q4 2022 | $1,679,257 | -86.7% | 30,224 | -86.7% | 0.38% | -87.2% |
Q3 2022 | $12,647,000 | -16.6% | 226,615 | -0.2% | 3.00% | -5.7% |
Q2 2022 | $15,162,000 | +848.8% | 227,081 | +963.1% | 3.18% | +859.0% |
Q1 2022 | $1,598,000 | -2.2% | 21,360 | +93.4% | 0.33% | -2.9% |
Q4 2021 | $1,634,000 | -89.0% | 11,045 | -89.0% | 0.34% | -89.9% |
Q3 2021 | $14,887,000 | +6.1% | 100,524 | +4.5% | 3.37% | +5.0% |
Q2 2021 | $14,034,000 | -27.6% | 96,152 | -34.8% | 3.21% | -31.3% |
Q1 2021 | $19,394,000 | +1253.4% | 147,361 | +1305.4% | 4.67% | +1186.8% |
Q4 2020 | $1,433,000 | -87.1% | 10,485 | -89.1% | 0.36% | -90.5% |
Q3 2020 | $11,112,000 | +1.2% | 96,487 | -1.3% | 3.80% | -0.9% |
Q2 2020 | $10,977,000 | +44.0% | 97,742 | +2.1% | 3.84% | +8.4% |
Q1 2020 | $7,625,000 | -17.3% | 95,734 | -3.5% | 3.54% | -1.6% |
Q4 2019 | $9,220,000 | +667.7% | 99,236 | +594.4% | 3.60% | +598.4% |
Q3 2019 | $1,201,000 | -88.4% | 14,290 | -88.4% | 0.52% | -88.7% |
Q2 2019 | $10,313,000 | +12.5% | 123,601 | +7.1% | 4.55% | +9.0% |
Q1 2019 | $9,169,000 | +6.9% | 115,436 | +3.1% | 4.17% | +8.5% |
Q4 2018 | $8,575,000 | – | 111,993 | – | 3.85% | – |
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% |