SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 368 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is 0.77 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $398,000 | +8.2% | 4,295 | -0.9% | 0.39% | -10.4% |
| Q3 2019 | $368,000 | +1.9% | 4,335 | 0.0% | 0.43% | +15.5% |
| Q2 2019 | $361,000 | +4.9% | 4,335 | 0.0% | 0.37% | -1.6% |
| Q1 2019 | $344,000 | -7.8% | 4,335 | -10.5% | 0.38% | -11.9% |
| Q4 2018 | $373,000 | 0.0% | 4,845 | 0.0% | 0.43% | +20.4% |
| Q3 2018 | $373,000 | -2.1% | 4,845 | -0.2% | 0.36% | +7.9% |
| Q2 2018 | $381,000 | +2.7% | 4,855 | -3.6% | 0.33% | -3.8% |
| Q1 2018 | $371,000 | -11.5% | 5,035 | -10.2% | 0.34% | -7.8% |
| Q4 2017 | $419,000 | – | 5,605 | – | 0.37% | – |
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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% |