SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 475 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is 0.33 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $318,000 | -83.8% | 1,942 | -90.0% | 0.06% | -88.2% |
| Q2 2020 | $1,966,000 | +35.2% | 19,359 | +6.1% | 0.54% | +23.0% |
| Q1 2020 | $1,454,000 | -23.0% | 18,254 | -10.2% | 0.44% | +0.7% |
| Q4 2019 | $1,889,000 | +12.7% | 20,329 | +1.9% | 0.44% | +115.3% |
| Q3 2019 | $1,676,000 | +46.8% | 19,948 | +45.4% | 0.20% | -24.0% |
| Q2 2019 | $1,142,000 | +2.1% | 13,720 | -2.6% | 0.27% | -2.9% |
| Q1 2019 | $1,119,000 | +5.8% | 14,090 | -8.2% | 0.28% | -7.4% |
| Q4 2018 | $1,058,000 | -16.0% | 15,355 | 0.0% | 0.30% | -16.6% |
| Q3 2018 | $1,259,000 | +6.5% | 15,355 | -1.6% | 0.36% | +0.6% |
| Q2 2018 | $1,182,000 | +5.6% | 15,608 | 0.0% | 0.35% | +2.0% |
| Q1 2018 | $1,119,000 | +1.4% | 15,608 | 0.0% | 0.35% | -3.6% |
| Q4 2017 | $1,104,000 | – | 15,608 | – | 0.36% | – |
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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% |