SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 583 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 0.07 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2022 | $328,000 | +18.0% | 4,388 | +158.1% | 0.06% | +33.3% |
Q4 2021 | $278,000 | +10.3% | 1,700 | 0.0% | 0.05% | -12.7% |
Q3 2021 | $252,000 | -3.1% | 1,700 | -4.5% | 0.06% | -3.5% |
Q2 2021 | $260,000 | +12.6% | 1,781 | 0.0% | 0.06% | -25.0% |
Q1 2021 | $231,000 | +0.9% | 1,781 | 0.0% | 0.08% | +15.2% |
Q4 2020 | $229,000 | -33.8% | 1,781 | -40.8% | 0.07% | -43.1% |
Q3 2020 | $346,000 | +44.8% | 3,006 | 0.0% | 0.12% | +10.5% |
Q1 2020 | $239,000 | -78.4% | 3,006 | -74.8% | 0.10% | -50.5% |
Q4 2019 | $1,108,000 | +337.9% | 11,924 | +296.7% | 0.21% | +155.4% |
Q3 2019 | $253,000 | +1.2% | 3,006 | 0.0% | 0.08% | +5.1% |
Q2 2019 | $250,000 | -32.2% | 3,006 | -35.3% | 0.08% | -35.8% |
Q1 2019 | $369,000 | – | 4,644 | – | 0.12% | – |
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% |