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 | $409,482 | -3.0% | 5,631 | 0.0% | 0.03% | -2.9% |
| Q2 2023 | $422,039 | +15.0% | 5,631 | 0.0% | 0.03% | +6.2% |
| Q1 2023 | $366,968 | +17.3% | 5,631 | 0.0% | 0.03% | +18.5% |
| Q4 2022 | $312,853 | -2.5% | 5,631 | -2.0% | 0.03% | -15.6% |
| Q3 2022 | $321,000 | -3.6% | 5,747 | 0.0% | 0.03% | -3.0% |
| Q2 2022 | $333,000 | -22.6% | 5,747 | 0.0% | 0.03% | -10.8% |
| Q1 2022 | $430,000 | -12.1% | 5,747 | +92.3% | 0.04% | -11.9% |
| Q4 2021 | $489,000 | +10.4% | 2,989 | 0.0% | 0.04% | +2.4% |
| Q3 2021 | $443,000 | -2.6% | 2,989 | -4.1% | 0.04% | -6.8% |
| Q2 2021 | $455,000 | -1.3% | 3,118 | -12.3% | 0.04% | -8.3% |
| Q1 2021 | $461,000 | -0.2% | 3,556 | -1.2% | 0.05% | -9.4% |
| Q4 2020 | $462,000 | +11.3% | 3,601 | 0.0% | 0.05% | -5.4% |
| Q3 2020 | $415,000 | +4.0% | 3,601 | -8.4% | 0.06% | -8.2% |
| Q2 2020 | $399,000 | +23.1% | 3,933 | -3.4% | 0.06% | -7.6% |
| Q1 2020 | $324,000 | +58.8% | 4,072 | +85.3% | 0.07% | +100.0% |
| Q4 2019 | $204,000 | – | 2,197 | – | 0.03% | – |
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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% |