SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 958 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.33 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $38 | +192.3% | 382 | +169.0% | 0.00% | – |
| Q1 2024 | $13 | -83.8% | 142 | -85.2% | 0.00% | – |
| Q4 2023 | $80 | -29.8% | 962 | -38.7% | 0.00% | – |
| Q3 2023 | $114 | -30.1% | 1,570 | -28.0% | 0.00% | – |
| Q2 2023 | $163 | +14.8% | 2,180 | 0.0% | 0.00% | – |
| Q1 2023 | $142 | -65.9% | 2,180 | -70.9% | 0.00% | -100.0% |
| Q4 2022 | $416 | -99.7% | 7,484 | +243.3% | 0.00% | – |
| Q3 2022 | $122,000 | -3.2% | 2,180 | 0.0% | 0.00% | – |
| Q2 2022 | $126,000 | -22.7% | 2,180 | 0.0% | 0.00% | – |
| Q1 2022 | $163,000 | -8.4% | 2,180 | +100.0% | 0.00% | – |
| Q4 2021 | $178,000 | +10.6% | 1,090 | 0.0% | 0.00% | – |
| Q3 2021 | $161,000 | +1.3% | 1,090 | 0.0% | 0.00% | – |
| Q2 2021 | $159,000 | +12.8% | 1,090 | 0.0% | 0.00% | – |
| Q1 2021 | $141,000 | +48.4% | 1,090 | -8.9% | 0.00% | – |
| Q1 2019 | $95,000 | – | 1,196 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 41,138 | $28,356,000 | 27.57% |
| Marquette Asset Management, LLC | 875,363 | $60,339,000 | 23.22% |
| Reitz Capital Advisors LLC | 226,168 | $15,590,000 | 18.84% |
| Avantax Planning Partners, Inc. | 3,576,720 | $246,543,000 | 18.59% |
| Fund Evaluation Group, LLC | 935,445 | $64,480,000 | 16.07% |
| HHM Wealth Advisors, LLC | 247,885 | $17,087,000 | 12.52% |
| PIERSHALE FINANCIAL GROUP, INC. | 290,182 | $20,002,000 | 12.14% |
| Krilogy Financial LLC | 555,820 | $38,313,000 | 10.56% |
| Harborview Advisors, LLC | 126,609 | $8,727,000 | 10.22% |
| Denver PWM, LLC | 185,867 | $14,035,000 | 10.06% |