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 | $6,417,433 | +480.2% | 63,573 | +432.9% | 0.59% | +454.2% |
| Q1 2024 | $1,106,150 | -1.8% | 11,930 | -12.1% | 0.11% | -8.5% |
| Q4 2023 | $1,126,680 | +7.8% | 13,577 | -5.6% | 0.12% | 0.0% |
| Q3 2023 | $1,045,568 | +2.6% | 14,378 | +5.8% | 0.12% | +5.4% |
| Q2 2023 | $1,018,720 | +31.7% | 13,592 | +14.5% | 0.11% | +24.7% |
| Q1 2023 | $773,438 | +20.7% | 11,868 | +2.9% | 0.09% | +6.0% |
| Q4 2022 | $640,773 | -2.0% | 11,533 | -1.6% | 0.08% | -10.6% |
| Q3 2022 | $654,000 | -6.7% | 11,726 | -3.0% | 0.09% | -2.1% |
| Q2 2022 | $701,000 | -29.5% | 12,091 | +99.3% | 0.10% | -11.1% |
| Q4 2021 | $994,000 | +227.0% | 6,067 | +66.3% | 0.11% | +31.7% |
| Q2 2019 | $304,000 | -15.3% | 3,649 | -16.8% | 0.08% | -33.9% |
| Q3 2018 | $359,000 | – | 4,387 | – | 0.12% | – |
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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% |