SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 441 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $3,909,673 | +6.3% | 38,771 | -2.2% | 0.20% | +1.0% |
Q1 2024 | $3,676,260 | +8.7% | 39,649 | -2.7% | 0.20% | +6.3% |
Q4 2023 | $3,380,476 | +10.5% | 40,748 | -3.1% | 0.19% | -4.0% |
Q3 2023 | $3,058,154 | -42.1% | 42,054 | -40.3% | 0.20% | -38.5% |
Q2 2023 | $5,280,300 | +7.1% | 70,451 | -6.9% | 0.32% | +0.9% |
Q1 2023 | $4,929,933 | +16.3% | 75,647 | -0.9% | 0.32% | +6.7% |
Q4 2022 | $4,239,236 | +94610.4% | 76,300 | -4.9% | 0.30% | -14.6% |
Q3 2022 | $4,476 | -12.3% | 80,204 | -8.8% | 0.35% | -13.4% |
Q2 2022 | $5,102 | -26.0% | 87,983 | -4.5% | 0.40% | -13.3% |
Q1 2022 | $6,895 | -13.2% | 92,155 | +89.9% | 0.47% | -24.4% |
Q4 2021 | $7,946 | +9.6% | 48,527 | -0.9% | 0.62% | -13.0% |
Q3 2021 | $7,250 | -2.5% | 48,956 | -3.9% | 0.71% | -19.9% |
Q2 2021 | $7,437 | +8.8% | 50,950 | -3.3% | 0.88% | -16.8% |
Q1 2021 | $6,835 | +18.0% | 52,666 | +16.8% | 1.06% | -8.0% |
Q4 2020 | $5,792 | +14.8% | 45,106 | +3.0% | 1.15% | -4.2% |
Q3 2020 | $5,044 | -100.0% | 43,795 | -60.5% | 1.20% | -57.9% |
Q2 2020 | $11,262,000 | -19.7% | 110,909 | -37.0% | 2.86% | -20.9% |
Q1 2020 | $14,033,000 | +10.2% | 176,179 | +28.5% | 3.62% | +16.0% |
Q4 2019 | $12,734,000 | +12.4% | 137,055 | +1.7% | 3.12% | +8.3% |
Q3 2019 | $11,327,000 | +1.1% | 134,830 | +0.1% | 2.88% | -15.6% |
Q2 2019 | $11,209,000 | +16.2% | 134,712 | +10.9% | 3.42% | -3.6% |
Q1 2019 | $9,649,000 | – | 121,483 | – | 3.54% | – |
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% |