SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 355 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2022 | $285,000 | -28.8% | 4,909 | -8.1% | 0.24% | -23.0% |
Q1 2022 | $400,000 | -8.3% | 5,340 | +100.5% | 0.30% | -2.2% |
Q4 2021 | $436,000 | +11.5% | 2,663 | +0.8% | 0.31% | +2.6% |
Q3 2021 | $391,000 | -1.8% | 2,643 | -3.1% | 0.30% | -7.6% |
Q2 2021 | $398,000 | +8.4% | 2,728 | -3.6% | 0.33% | +3.1% |
Q1 2021 | $367,000 | +1.1% | 2,829 | +0.2% | 0.32% | +3.2% |
Q4 2020 | $363,000 | -0.5% | 2,823 | -10.8% | 0.31% | -9.9% |
Q3 2020 | $365,000 | +2.5% | 3,165 | -9.7% | 0.34% | -4.2% |
Q2 2020 | $356,000 | +9.5% | 3,505 | -14.1% | 0.36% | -9.1% |
Q1 2020 | $325,000 | -13.8% | 4,080 | +0.4% | 0.39% | +11.6% |
Q4 2019 | $377,000 | +4.7% | 4,062 | -5.2% | 0.35% | -11.8% |
Q3 2019 | $360,000 | +2.6% | 4,285 | +1.7% | 0.40% | +8.1% |
Q2 2019 | $351,000 | +6.7% | 4,215 | +1.6% | 0.37% | +3.9% |
Q1 2019 | $329,000 | +13.4% | 4,148 | -1.5% | 0.36% | +14.5% |
Q4 2018 | $290,000 | -19.2% | 4,210 | -3.8% | 0.31% | +21.5% |
Q3 2018 | $359,000 | +5.0% | 4,375 | +1.4% | 0.26% | +2.4% |
Q2 2018 | $342,000 | +14.4% | 4,315 | +2.0% | 0.25% | -15.3% |
Q1 2018 | $299,000 | 0.0% | 4,229 | 0.0% | 0.30% | +0.3% |
Q4 2017 | $299,000 | – | 4,229 | – | 0.29% | – |
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% |