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 | $1,300,836 | +209374.4% | 12,900 | +92.5% | 0.00% | +100.0% |
| Q1 2024 | $621 | -61.8% | 6,700 | -65.8% | 0.00% | -66.7% |
| Q4 2023 | $1,626 | +622.7% | 19,600 | +532.3% | 0.00% | – |
| Q3 2023 | $225 | -81.1% | 3,100 | -80.5% | 0.00% | -100.0% |
| Q2 2023 | $1,192 | -99.9% | 15,900 | -33.2% | 0.00% | 0.0% |
| Q3 2022 | $1,328,000 | +114.2% | 23,800 | +122.4% | 0.00% | +100.0% |
| Q2 2022 | $620,000 | -67.1% | 10,700 | -7.0% | 0.00% | -50.0% |
| Q4 2021 | $1,883,000 | -8.5% | 11,500 | -17.3% | 0.00% | -33.3% |
| Q3 2021 | $2,058,000 | +6.8% | 13,900 | +5.3% | 0.00% | +50.0% |
| Q2 2021 | $1,927,000 | +97.4% | 13,200 | +73.7% | 0.00% | +100.0% |
| Q4 2020 | $976,000 | -65.7% | 7,600 | -69.2% | 0.00% | -66.7% |
| Q3 2020 | $2,845,000 | +31.5% | 24,700 | +16.0% | 0.00% | +50.0% |
| Q2 2020 | $2,163,000 | +227.2% | 21,300 | +156.6% | 0.00% | +100.0% |
| Q1 2020 | $661,000 | -45.3% | 8,300 | -36.2% | 0.00% | 0.0% |
| Q4 2019 | $1,208,000 | +159.2% | 13,000 | +132.1% | 0.00% | – |
| Q2 2019 | $466,000 | +111.8% | 5,600 | +109.0% | 0.00% | – |
| Q3 2018 | $220,000 | -75.6% | 2,679 | -77.4% | 0.00% | – |
| Q2 2018 | $900,000 | – | 11,879 | – | 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% |