SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 834 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.75 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $347,950 | +19.0% | 3,443 | +9.2% | 0.09% | +21.9% |
| Q1 2024 | $292,346 | -31.2% | 3,153 | -38.4% | 0.07% | -5.2% |
| Q4 2023 | $424,755 | +25.3% | 5,120 | +13.2% | 0.08% | -19.8% |
| Q2 2023 | $338,999 | +26.3% | 4,523 | +9.8% | 0.10% | +21.5% |
| Q1 2023 | $268,370 | +5.7% | 4,118 | +21.1% | 0.08% | -1.2% |
| Q1 2022 | $254,000 | -23.7% | 3,400 | +67.2% | 0.08% | -19.2% |
| Q4 2021 | $333,000 | +10.6% | 2,033 | 0.0% | 0.10% | -63.6% |
| Q3 2021 | $301,000 | +10.3% | 2,033 | +8.8% | 0.27% | +9.7% |
| Q2 2021 | $273,000 | – | 1,868 | – | 0.25% | – |
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% |