SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 469 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is 0.45 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $705,009 | -3.1% | 6,991 | -10.9% | 0.06% | -5.2% |
Q1 2024 | $727,329 | +9.5% | 7,844 | -2.1% | 0.06% | +1.8% |
Q4 2023 | $664,430 | +6.1% | 8,009 | -7.0% | 0.06% | 0.0% |
Q3 2023 | $626,108 | -11.5% | 8,610 | -8.8% | 0.06% | -5.0% |
Q2 2023 | $707,585 | +18.1% | 9,441 | +2.7% | 0.06% | +13.2% |
Q1 2023 | $599,350 | +7.5% | 9,197 | +0.9% | 0.05% | +10.4% |
Q4 2022 | $557,624 | +71.6% | 9,114 | +56.3% | 0.05% | +41.2% |
Q3 2022 | $325,000 | -2.1% | 5,832 | +1.8% | 0.03% | +6.2% |
Q2 2022 | $332,000 | -22.8% | 5,728 | -0.5% | 0.03% | -13.5% |
Q1 2022 | $430,000 | -5.9% | 5,754 | +106.2% | 0.04% | -5.1% |
Q4 2021 | $457,000 | +7.8% | 2,791 | -2.5% | 0.04% | +2.6% |
Q3 2021 | $424,000 | -0.5% | 2,864 | -2.0% | 0.04% | -2.6% |
Q2 2021 | $426,000 | +10.4% | 2,921 | -1.9% | 0.04% | +2.6% |
Q1 2021 | $386,000 | +7.8% | 2,979 | -4.2% | 0.04% | -11.6% |
Q3 2020 | $358,000 | -99.9% | 3,111 | -5.8% | 0.04% | +2.4% |
Q2 2020 | $335,409,000 | +125993.6% | 3,303 | -1.3% | 0.04% | +5.0% |
Q1 2020 | $266,000 | -10.1% | 3,348 | +5.1% | 0.04% | +5.3% |
Q4 2019 | $296,000 | +8.8% | 3,185 | -2.3% | 0.04% | 0.0% |
Q3 2019 | $272,000 | +3.8% | 3,261 | +3.5% | 0.04% | +2.7% |
Q2 2019 | $262,000 | +6.5% | 3,151 | +1.7% | 0.04% | +2.8% |
Q1 2019 | $246,000 | – | 3,098 | – | 0.04% | – |
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% |