SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 438 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $8,832,000 | +8.1% | 105,127 | +7.0% | 3.28% | +4.0% |
| Q2 2019 | $8,173,000 | +1.3% | 98,221 | -3.3% | 3.16% | +0.4% |
| Q1 2019 | $8,068,000 | +33.9% | 101,575 | +16.2% | 3.14% | +11.9% |
| Q4 2018 | $6,024,000 | -55.8% | 87,395 | -55.6% | 2.81% | -50.7% |
| Q3 2018 | $13,637,000 | +3.5% | 196,877 | -3.1% | 5.70% | -0.7% |
| Q2 2018 | $13,176,000 | +3.7% | 203,206 | -1.8% | 5.74% | +99.7% |
| Q1 2018 | $12,701,000 | -12.5% | 206,884 | -6.9% | 2.87% | -55.8% |
| Q4 2017 | $14,515,000 | +85.6% | 222,253 | +90.0% | 6.50% | +17.0% |
| Q3 2017 | $7,820,000 | +8.7% | 116,997 | +3.1% | 5.55% | +49.5% |
| Q2 2017 | $7,196,000 | +10.0% | 113,493 | +4.4% | 3.71% | +8.1% |
| Q1 2017 | $6,544,000 | +26.4% | 108,731 | +20.6% | 3.43% | +17.0% |
| Q4 2016 | $5,178,000 | +284.1% | 90,123 | +268.5% | 2.93% | +253.5% |
| Q3 2016 | $1,348,000 | – | 24,454 | – | 0.83% | – |
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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% |