SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 1,067 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is 0.20 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $638,015 | +39.0% | 6,327 | +27.8% | 0.01% | +33.3% |
| Q1 2024 | $458,964 | +27.6% | 4,950 | +14.2% | 0.01% | +20.0% |
| Q4 2023 | $359,632 | +23.6% | 4,335 | +8.4% | 0.01% | 0.0% |
| Q3 2023 | $290,880 | +29.8% | 4,000 | +33.8% | 0.01% | +66.7% |
| Q2 2023 | $224,100 | +5.2% | 2,990 | +130.0% | 0.00% | 0.0% |
| Q4 2021 | $213,000 | -21.1% | 1,300 | -38.2% | 0.00% | -40.0% |
| Q4 2020 | $270,000 | +11.6% | 2,103 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $242,000 | +13.1% | 2,103 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $214,000 | – | 2,103 | – | 0.01% | – |
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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% |