SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 478 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is 0.33 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $32,269 | +8.8% | 320 | 0.0% | 0.00% | +33.3% |
Q1 2024 | $29,670 | +36.0% | 320 | +6.7% | 0.00% | +50.0% |
Q4 2023 | $21,816 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
Q3 2023 | $21,816 | +81.8% | 300 | +97.4% | 0.00% | -33.3% |
Q1 2020 | $12,000 | -14.3% | 152 | 0.0% | 0.00% | 0.0% |
Q4 2019 | $14,000 | +7.7% | 152 | 0.0% | 0.00% | 0.0% |
Q3 2019 | $13,000 | 0.0% | 152 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $13,000 | +8.3% | 152 | 0.0% | 0.00% | +50.0% |
Q1 2019 | $12,000 | +20.0% | 152 | 0.0% | 0.00% | 0.0% |
Q4 2018 | $10,000 | – | 152 | – | 0.00% | – |
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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% |