SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 555 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 0.07 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $620,447 | -3.0% | 8,532 | 0.0% | 0.16% | 0.0% |
Q2 2023 | $639,473 | +15.0% | 8,532 | 0.0% | 0.16% | +6.7% |
Q1 2023 | $556,030 | +17.3% | 8,532 | 0.0% | 0.15% | +15.5% |
Q4 2022 | $474,038 | -0.4% | 8,532 | 0.0% | 0.13% | -1.5% |
Q3 2022 | $476,000 | -3.8% | 8,532 | 0.0% | 0.13% | +6.5% |
Q2 2022 | $495,000 | -29.2% | 8,532 | +100.0% | 0.12% | -16.3% |
Q1 2022 | $699,000 | 0.0% | 4,266 | 0.0% | 0.15% | +13.1% |
Q4 2021 | $699,000 | +10.6% | 4,266 | 0.0% | 0.13% | +1.6% |
Q3 2021 | $632,000 | +1.4% | 4,266 | 0.0% | 0.13% | +5.8% |
Q2 2021 | $623,000 | +12.5% | 4,266 | 0.0% | 0.12% | -5.5% |
Q1 2021 | $554,000 | +1.1% | 4,266 | 0.0% | 0.13% | -0.8% |
Q4 2020 | $548,000 | +5.2% | 4,266 | -5.8% | 0.13% | -4.4% |
Q3 2020 | $521,000 | +13.3% | 4,530 | 0.0% | 0.14% | -2.9% |
Q2 2020 | $460,000 | +33.7% | 4,530 | 0.0% | 0.14% | +1.5% |
Q1 2020 | $344,000 | -18.3% | 4,530 | 0.0% | 0.14% | +6.2% |
Q4 2019 | $421,000 | +10.5% | 4,530 | 0.0% | 0.13% | +20.6% |
Q3 2019 | $381,000 | +1.1% | 4,530 | 0.0% | 0.11% | -17.1% |
Q2 2019 | $377,000 | +4.7% | 4,530 | 0.0% | 0.13% | +0.8% |
Q1 2019 | $360,000 | – | 4,530 | – | 0.13% | – |
Download |
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% |