SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 583 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 0.07 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $55,679,000 | +10.6% | 433,606 | -0.8% | 0.05% | -1.9% |
| Q3 2020 | $50,353,000 | -1.0% | 437,202 | -14.1% | 0.05% | +8.3% |
| Q2 2020 | $50,878,000 | +17.8% | 509,240 | -6.1% | 0.05% | 0.0% |
| Q1 2020 | $43,178,000 | -11.0% | 542,101 | +3.9% | 0.05% | -5.9% |
| Q4 2019 | $48,499,000 | +9.7% | 521,997 | -1.5% | 0.05% | +2.0% |
| Q3 2019 | $44,212,000 | +411.8% | 530,185 | +403.3% | 0.05% | +455.6% |
| Q3 2018 | $8,639,000 | -43.1% | 105,332 | -47.4% | 0.01% | -47.1% |
| Q2 2018 | $15,171,000 | +12.3% | 200,197 | +6.3% | 0.02% | +13.3% |
| Q1 2018 | $13,510,000 | +119.5% | 188,404 | +116.5% | 0.02% | +114.3% |
| Q4 2017 | $6,155,000 | +16.1% | 87,040 | +8.5% | 0.01% | +16.7% |
| Q3 2017 | $5,302,000 | +25.2% | 80,246 | +19.7% | 0.01% | +20.0% |
| Q2 2017 | $4,235,000 | +5950.0% | 67,017 | +4938.9% | 0.01% | – |
| Q2 2016 | $70,000 | 0.0% | 1,330 | 0.0% | 0.00% | – |
| Q1 2016 | $70,000 | 0.0% | 1,330 | 0.0% | 0.00% | – |
| Q4 2015 | $70,000 | +6.1% | 1,330 | 0.0% | 0.00% | – |
| Q3 2015 | $66,000 | -7.0% | 1,330 | +0.2% | 0.00% | – |
| Q2 2015 | $71,000 | 0.0% | 1,327 | +0.5% | 0.00% | – |
| Q1 2015 | $71,000 | – | 1,321 | – | 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% |