SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 466 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is 0.45 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $72,000 | -22.6% | 1,238 | 0.0% | 0.02% | -20.7% |
| Q1 2022 | $93,000 | -7.9% | 1,238 | +100.0% | 0.03% | -31.0% |
| Q4 2021 | $101,000 | +9.8% | 619 | 0.0% | 0.04% | 0.0% |
| Q3 2021 | $92,000 | +2.2% | 619 | 0.0% | 0.04% | -2.3% |
| Q2 2021 | $90,000 | +12.5% | 619 | 0.0% | 0.04% | +7.5% |
| Q1 2021 | $80,000 | +1.3% | 619 | 0.0% | 0.04% | -20.0% |
| Q4 2020 | $79,000 | +11.3% | 619 | 0.0% | 0.05% | +6.4% |
| Q3 2020 | $71,000 | +12.7% | 619 | 0.0% | 0.05% | 0.0% |
| Q2 2020 | $63,000 | +28.6% | 619 | 0.0% | 0.05% | +6.8% |
| Q1 2020 | $49,000 | -15.5% | 619 | 0.0% | 0.04% | +4.8% |
| Q4 2019 | $58,000 | +11.5% | 619 | 0.0% | 0.04% | +7.7% |
| Q3 2019 | $52,000 | 0.0% | 619 | 0.0% | 0.04% | -4.9% |
| Q2 2019 | $52,000 | +6.1% | 619 | 0.0% | 0.04% | +7.9% |
| Q1 2019 | $49,000 | +14.0% | 619 | 0.0% | 0.04% | +5.6% |
| Q4 2018 | $43,000 | -15.7% | 619 | 0.0% | 0.04% | -5.3% |
| Q3 2018 | $51,000 | +8.5% | 619 | 0.0% | 0.04% | +5.6% |
| Q2 2018 | $47,000 | +6.8% | 619 | 0.0% | 0.04% | +2.9% |
| Q1 2018 | $44,000 | 0.0% | 619 | 0.0% | 0.04% | 0.0% |
| Q4 2017 | $44,000 | +7.3% | 619 | 0.0% | 0.04% | +6.1% |
| Q3 2017 | $41,000 | +5.1% | 619 | 0.0% | 0.03% | 0.0% |
| Q2 2017 | $39,000 | +5.4% | 619 | 0.0% | 0.03% | +3.1% |
| Q1 2017 | $37,000 | +5.7% | 619 | 0.0% | 0.03% | 0.0% |
| Q4 2016 | $35,000 | – | 619 | – | 0.03% | – |
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% |