SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 555 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 0.07 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $119,624 | -30.5% | 1,645 | -37.7% | 0.00% | 0.0% |
| Q2 2023 | $172,179 | 0.0% | 2,642 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $172,179 | +60.1% | 2,642 | +36.5% | 0.00% | 0.0% |
| Q4 2022 | $107,563 | +0.5% | 1,936 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $107,000 | -3.6% | 1,936 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $111,000 | -22.9% | 1,936 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $144,000 | -8.3% | 1,936 | +100.0% | 0.00% | 0.0% |
| Q4 2021 | $157,000 | +10.6% | 968 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $142,000 | +1.4% | 968 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $140,000 | +12.0% | 968 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $125,000 | +0.8% | 968 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $124,000 | +11.7% | 968 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $111,000 | +13.3% | 968 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $98,000 | +10.1% | 968 | 0.0% | 0.00% | – |
| Q1 2020 | $89,000 | 0.0% | 968 | 0.0% | 0.00% | – |
| Q4 2019 | $89,000 | +58.9% | 968 | +44.3% | 0.00% | – |
| Q3 2019 | $56,000 | +1.8% | 671 | 0.0% | 0.00% | – |
| Q2 2019 | $55,000 | +292.9% | 671 | +199.6% | 0.00% | – |
| Q3 2017 | $14,000 | +7.7% | 224 | 0.0% | 0.00% | – |
| Q2 2017 | $13,000 | 0.0% | 224 | 0.0% | 0.00% | – |
| Q1 2017 | $13,000 | -45.8% | 224 | -49.7% | 0.00% | – |
| Q4 2016 | $24,000 | 0.0% | 445 | 0.0% | 0.00% | – |
| Q3 2016 | $24,000 | – | 445 | – | 0.00% | – |
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% |