SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 407 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $23,690,140 | +48.1% | 234,928 | +36.2% | 6.28% | +42.1% |
Q1 2024 | $15,998,743 | +16.5% | 172,549 | +4.2% | 4.42% | +14.8% |
Q4 2023 | $13,736,351 | +29.8% | 165,578 | +13.8% | 3.85% | +30.6% |
Q3 2023 | $10,583,960 | +61.6% | 145,544 | +66.6% | 2.95% | +73.6% |
Q2 2023 | $6,548,382 | +6.1% | 87,370 | -7.8% | 1.70% | +6.1% |
Q1 2023 | $6,173,554 | +13.7% | 94,730 | -3.0% | 1.60% | +9.7% |
Q4 2022 | $5,427,768 | -17.9% | 97,692 | -17.5% | 1.46% | -22.4% |
Q3 2022 | $6,612,000 | -45.5% | 118,472 | -43.4% | 1.88% | -42.5% |
Q2 2022 | $12,134,000 | -28.3% | 209,240 | -7.5% | 3.27% | -18.0% |
Q1 2022 | $16,921,000 | +53.7% | 226,150 | +236.4% | 3.98% | +57.7% |
Q4 2021 | $11,007,000 | +10.9% | 67,221 | +0.3% | 2.53% | +11.0% |
Q3 2021 | $9,922,000 | +1.3% | 67,000 | -0.2% | 2.28% | -0.8% |
Q2 2021 | $9,798,000 | -9.6% | 67,125 | -19.6% | 2.29% | -12.9% |
Q1 2021 | $10,840,000 | -52.0% | 83,525 | -52.5% | 2.63% | -54.1% |
Q4 2020 | $22,563,000 | -3.8% | 175,713 | -13.7% | 5.74% | -12.1% |
Q3 2020 | $23,446,000 | +29.7% | 203,575 | +14.4% | 6.52% | +20.4% |
Q2 2020 | $18,075,000 | +2220.3% | 178,007 | +2022.2% | 5.42% | +2255.7% |
Q4 2019 | $779,000 | -15.7% | 8,388 | -23.7% | 0.23% | -27.9% |
Q3 2019 | $924,000 | +0.8% | 10,997 | -0.2% | 0.32% | +7875.0% |
Q2 2019 | $917,000 | +37.3% | 11,022 | +31.1% | 0.00% | 0.0% |
Q1 2019 | $668,000 | +11.0% | 8,409 | -3.7% | 0.00% | -91.5% |
Q4 2018 | $602,000 | +61.0% | 8,733 | +65.2% | 0.05% | -68.7% |
Q1 2018 | $374,000 | – | 5,287 | – | 0.15% | – |
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% |