SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 872 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.22 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $38,542 | -3.0% | 530 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $39,724 | +15.0% | 530 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $34,540 | +17.3% | 530 | 0.0% | 0.00% | +100.0% |
| Q4 2022 | $29,447 | -1.8% | 530 | 0.0% | 0.00% | -50.0% |
| Q3 2022 | $30,000 | -9.1% | 530 | -6.2% | 0.00% | 0.0% |
| Q2 2022 | $33,000 | -21.4% | 565 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $42,000 | -55.3% | 565 | -2.6% | 0.00% | 0.0% |
| Q4 2021 | $94,000 | +113.6% | 580 | +93.3% | 0.00% | +100.0% |
| Q3 2021 | $44,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $44,000 | +12.8% | 300 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $39,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $39,000 | +11.4% | 300 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $35,000 | +16.7% | 300 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $30,000 | -41.2% | 300 | -53.1% | 0.00% | -50.0% |
| Q1 2020 | $51,000 | +121.7% | 640 | +113.3% | 0.00% | +100.0% |
| Q2 2018 | $23,000 | – | 300 | – | 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% |