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 | ||||
---|---|---|---|---|---|---|
Q4 2022 | $5,902,106 | -0.5% | 106,229 | 0.0% | 1.47% | +15.5% |
Q3 2022 | $5,929,000 | -2.5% | 106,229 | +1.3% | 1.28% | -3.3% |
Q2 2022 | $6,082,000 | -8.7% | 104,878 | +17.8% | 1.32% | +23.4% |
Q1 2022 | $6,664,000 | +0.2% | 89,063 | +119.2% | 1.07% | +10.3% |
Q4 2021 | $6,652,000 | +11.4% | 40,623 | +0.7% | 0.97% | +9.2% |
Q3 2021 | $5,973,000 | +37.5% | 40,336 | +35.5% | 0.89% | +39.9% |
Q2 2021 | $4,344,000 | +19.0% | 29,761 | +5.8% | 0.63% | +6.7% |
Q1 2021 | $3,649,000 | +2.0% | 28,119 | +0.9% | 0.59% | -4.3% |
Q4 2020 | $3,579,000 | +29.7% | 27,871 | +24.1% | 0.62% | +19.0% |
Q3 2020 | $2,760,000 | -24.6% | 22,451 | -31.3% | 0.52% | -34.7% |
Q2 2020 | $3,662,000 | +15.3% | 32,664 | -3.7% | 0.80% | -3.4% |
Q1 2020 | $3,176,000 | -12.0% | 33,918 | -8.3% | 0.83% | -18.3% |
Q4 2019 | $3,609,000 | +16.6% | 36,997 | +1.5% | 1.01% | -6.2% |
Q3 2019 | $3,094,000 | +3.4% | 36,436 | +2.6% | 1.08% | -14.4% |
Q2 2019 | $2,992,000 | +7.3% | 35,523 | +5.9% | 1.26% | +6.4% |
Q1 2019 | $2,789,000 | +5.4% | 33,533 | -2.3% | 1.18% | -13.4% |
Q4 2018 | $2,647,000 | +9.9% | 34,333 | +4.1% | 1.37% | +1.4% |
Q3 2018 | $2,409,000 | +13.3% | 32,985 | +17.5% | 1.35% | +8.8% |
Q2 2018 | $2,127,000 | +20.8% | 28,062 | +14.3% | 1.24% | +7.8% |
Q1 2018 | $1,761,000 | +37.0% | 24,557 | +35.2% | 1.15% | +38.9% |
Q4 2017 | $1,285,000 | – | 18,170 | – | 0.83% | – |
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% |