SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 574 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 1.33 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $53,000 | -7.0% | 408 | -7.5% | 0.02% | -28.6% |
| Q4 2020 | $57,000 | +18.8% | 441 | +5.5% | 0.04% | -2.8% |
| Q3 2020 | $48,000 | +37.1% | 418 | +21.2% | 0.04% | +28.6% |
| Q2 2020 | $35,000 | +40.0% | 345 | +8.5% | 0.03% | +55.6% |
| Q1 2020 | $25,000 | -10.7% | 318 | +4.6% | 0.02% | +63.6% |
| Q4 2019 | $28,000 | -84.1% | 304 | -85.6% | 0.01% | -86.1% |
| Q2 2019 | $176,000 | – | 2,112 | – | 0.08% | – |
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% |