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 | $37,235 | +30.6% | 369,249 | +20.1% | 0.46% | +23.6% |
| Q1 2024 | $28,512 | +14.9% | 307,502 | +2.8% | 0.37% | +7.3% |
| Q4 2023 | $24,807 | +37.3% | 299,024 | +20.4% | 0.34% | +22.5% |
| Q3 2023 | $18,062 | -8.3% | 248,372 | -5.5% | 0.28% | -10.3% |
| Q2 2023 | $19,694 | +24.8% | 262,759 | +8.5% | 0.31% | +15.1% |
| Q1 2023 | $15,780 | -99.9% | 242,143 | -4.4% | 0.27% | +8.4% |
| Q4 2022 | $14,074,000 | -99.9% | 253,320 | +27.1% | 0.25% | +12.6% |
| Q3 2022 | $11,128,000,000 | +110681.5% | 199,383 | +15.1% | 0.22% | +13.8% |
| Q2 2022 | $10,045,000 | -0.7% | 173,213 | +28.1% | 0.20% | +10.2% |
| Q1 2022 | $10,113,000 | -99.9% | 135,166 | +145.0% | 0.18% | +10.6% |
| Q4 2021 | $9,032,000,000 | +131255.4% | 55,159 | +18.8% | 0.16% | +15.9% |
| Q3 2021 | $6,876,000 | +22.1% | 46,434 | +20.4% | 0.14% | +16.0% |
| Q2 2021 | $5,631,000 | +34.2% | 38,581 | +19.3% | 0.12% | +16.7% |
| Q1 2021 | $4,197,000 | +70.5% | 32,342 | +68.7% | 0.10% | +50.0% |
| Q4 2020 | $2,461,000 | +107.5% | 19,169 | +86.1% | 0.07% | +70.0% |
| Q3 2020 | $1,186,000 | +124.6% | 10,299 | +98.1% | 0.04% | +100.0% |
| Q2 2020 | $528,000 | – | 5,199 | – | 0.02% | – |
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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% |