SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 354 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2019 | $2,906,000 | +18.5% | 31,274 | +7.2% | 0.02% | +11.1% |
Q3 2019 | $2,452,000 | -25.4% | 29,187 | -26.1% | 0.02% | -28.0% |
Q2 2019 | $3,285,000 | +10.9% | 39,481 | +5.8% | 0.02% | +4.2% |
Q1 2019 | $2,963,000 | -63.2% | 37,308 | -68.0% | 0.02% | -69.6% |
Q4 2018 | $8,044,000 | +336.7% | 116,682 | +419.6% | 0.08% | +315.8% |
Q3 2018 | $1,842,000 | +32.9% | 22,457 | +22.8% | 0.02% | 0.0% |
Q2 2018 | $1,386,000 | -43.8% | 18,282 | -46.9% | 0.02% | -44.1% |
Q1 2018 | $2,468,000 | -37.2% | 34,420 | -38.1% | 0.03% | -34.6% |
Q4 2017 | $3,930,000 | +149.7% | 55,566 | +133.2% | 0.05% | +108.0% |
Q3 2017 | $1,574,000 | +29.7% | 23,825 | +24.0% | 0.02% | +19.0% |
Q2 2017 | $1,214,000 | +1248.9% | 19,211 | +1189.3% | 0.02% | +950.0% |
Q1 2017 | $90,000 | -2.2% | 1,490 | -9.5% | 0.00% | 0.0% |
Q4 2016 | $92,000 | -68.2% | 1,646 | -68.4% | 0.00% | -71.4% |
Q3 2016 | $289,000 | -13.0% | 5,203 | -18.4% | 0.01% | -22.2% |
Q2 2016 | $332,000 | – | 6,378 | – | 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% |