SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 694 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.18 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $2,479,311 | +46.7% | 24,587 | +34.9% | 0.03% | +44.4% |
Q1 2024 | $1,690,254 | +4.2% | 18,230 | -7.4% | 0.02% | -5.3% |
Q4 2023 | $1,621,941 | -30.3% | 19,689 | -38.5% | 0.02% | -32.1% |
Q3 2023 | $2,327,270 | -1.5% | 32,003 | +1.5% | 0.03% | +12.0% |
Q2 2023 | $2,362,086 | +90.8% | 31,515 | +65.9% | 0.02% | +66.7% |
Q1 2023 | $1,237,806 | +26.8% | 18,993 | +8.1% | 0.02% | -55.9% |
Q4 2022 | $975,911 | +167.4% | 17,565 | +168.7% | 0.03% | +142.9% |
Q3 2022 | $365,000 | +19.3% | 6,537 | +23.8% | 0.01% | +16.7% |
Q2 2022 | $306,000 | -26.3% | 5,282 | -4.8% | 0.01% | -20.0% |
Q1 2022 | $415,000 | -32.0% | 5,547 | +48.8% | 0.02% | -25.0% |
Q4 2021 | $610,000 | +21.5% | 3,728 | +10.0% | 0.02% | +11.1% |
Q3 2021 | $502,000 | +67.9% | 3,388 | +65.6% | 0.02% | +50.0% |
Q2 2021 | $299,000 | +333.3% | 2,046 | +200.4% | 0.01% | +200.0% |
Q2 2020 | $69,000 | +27.8% | 681 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $54,000 | -28.0% | 681 | -15.4% | 0.00% | -33.3% |
Q4 2019 | $75,000 | – | 805 | – | 0.01% | – |
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% |