SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 469 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 2024 | $1,076,164 | +6.1% | 10,672 | -2.4% | 0.36% | +0.3% |
Q1 2024 | $1,013,986 | +11.1% | 10,936 | -0.6% | 0.36% | +0.8% |
Q4 2023 | $912,975 | +10.7% | 11,005 | -3.0% | 0.35% | -31.2% |
Q3 2023 | $824,936 | -5.5% | 11,344 | -2.6% | 0.51% | -5.9% |
Q2 2023 | $873,018 | +5.0% | 11,648 | -8.7% | 0.54% | -3.9% |
Q1 2023 | $831,309 | +11.9% | 12,756 | -4.6% | 0.57% | +3.3% |
Q4 2022 | $743,059 | +7.1% | 13,374 | +7.6% | 0.55% | -0.9% |
Q3 2022 | $694,000 | -4.1% | 12,434 | -0.4% | 0.55% | +0.7% |
Q2 2022 | $724,000 | -22.2% | 12,485 | +0.4% | 0.55% | -18.5% |
Q1 2022 | $931,000 | -8.9% | 12,438 | +99.2% | 0.68% | +0.3% |
Q4 2021 | $1,022,000 | +4.2% | 6,243 | -5.7% | 0.67% | +0.4% |
Q3 2021 | $981,000 | -3.8% | 6,623 | -5.3% | 0.67% | -6.2% |
Q2 2021 | $1,020,000 | +9.8% | 6,991 | -2.3% | 0.71% | -1.4% |
Q1 2021 | $929,000 | -1.0% | 7,156 | -2.0% | 0.72% | -21.5% |
Q4 2020 | $938,000 | +8.2% | 7,302 | -3.0% | 0.92% | -2.2% |
Q3 2020 | $867,000 | +8.5% | 7,524 | -4.4% | 0.94% | +3.7% |
Q2 2020 | $799,000 | +24.6% | 7,871 | -2.2% | 0.91% | +8.3% |
Q1 2020 | $641,000 | -26.1% | 8,047 | -13.7% | 0.84% | -7.7% |
Q4 2019 | $867,000 | +8.6% | 9,328 | -1.7% | 0.91% | +39.6% |
Q3 2019 | $798,000 | +2.7% | 9,493 | +1.6% | 0.65% | +1.2% |
Q2 2019 | $777,000 | +4.2% | 9,341 | -0.5% | 0.64% | +4.7% |
Q1 2019 | $746,000 | +13.9% | 9,388 | -1.2% | 0.61% | +2.7% |
Q4 2018 | $655,000 | -13.4% | 9,500 | +3.0% | 0.60% | -4.6% |
Q3 2018 | $756,000 | +3.1% | 9,221 | -4.7% | 0.63% | +2.5% |
Q2 2018 | $733,000 | +5.8% | 9,677 | +0.1% | 0.61% | +2.0% |
Q1 2018 | $693,000 | +6.6% | 9,670 | +5.6% | 0.60% | +5.1% |
Q4 2017 | $650,000 | +22.9% | 9,154 | +14.3% | 0.57% | +18.2% |
Q3 2017 | $529,000 | +2.7% | 8,010 | -1.8% | 0.48% | -0.4% |
Q2 2017 | $515,000 | +6.0% | 8,154 | +1.4% | 0.48% | +2.5% |
Q1 2017 | $486,000 | +10.0% | 8,039 | +1.5% | 0.47% | +5.6% |
Q4 2016 | $442,000 | – | 7,919 | – | 0.45% | – |
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% |