SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 583 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 0.07 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $324,000 | +1.2% | 2,494 | +0.2% | 0.09% | +2.3% |
| Q4 2020 | $320,000 | +11.5% | 2,490 | 0.0% | 0.09% | +2.4% |
| Q3 2020 | $287,000 | -33.7% | 2,490 | -41.6% | 0.08% | -40.1% |
| Q2 2020 | $433,000 | +16.4% | 4,266 | -8.8% | 0.14% | +6.0% |
| Q1 2020 | $372,000 | -17.7% | 4,676 | -3.9% | 0.13% | -1.5% |
| Q4 2019 | $452,000 | +10.2% | 4,866 | -0.3% | 0.14% | +1.5% |
| Q3 2019 | $410,000 | -11.4% | 4,879 | -12.2% | 0.13% | -16.2% |
| Q2 2019 | $463,000 | -2.1% | 5,560 | -6.6% | 0.16% | +1.9% |
| Q1 2019 | $473,000 | +1476.7% | 5,955 | +1275.3% | 0.16% | +1208.3% |
| Q4 2018 | $30,000 | – | 433 | – | 0.01% | – |
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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% |