SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 849 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.26 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,968,946 | +89.9% | 49,276 | +74.6% | 0.74% | +86.2% |
| Q1 2024 | $2,616,848 | +34.0% | 28,223 | +19.9% | 0.40% | +52.7% |
| Q4 2023 | $1,953,531 | +17.2% | 23,548 | +2.8% | 0.26% | -27.6% |
| Q3 2023 | $1,666,455 | +217737.3% | 22,916 | +124.4% | 0.36% | +194.3% |
| Q2 2023 | $765 | -16.8% | 10,210 | -27.7% | 0.12% | -18.5% |
| Q1 2023 | $920 | +143.4% | 14,117 | +107.8% | 0.15% | +112.7% |
| Q4 2022 | $378 | -100.0% | 6,795 | -70.3% | 0.07% | -80.4% |
| Q3 2022 | $1,666,455 | +324.0% | 22,916 | +261.1% | 0.36% | +311.4% |
| Q2 2022 | $393,000 | -17.1% | 6,346 | -4.0% | 0.09% | -8.3% |
| Q1 2022 | $474,000 | – | 6,613 | – | 0.10% | – |
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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% |