SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 946 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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $417,704 | -0.0% | 5,744 | +3.0% | 0.05% | 0.0% |
Q2 2023 | $417,846 | +18.4% | 5,575 | +3.0% | 0.05% | +8.9% |
Q1 2023 | $352,896 | +24.3% | 5,415 | +6.0% | 0.04% | +12.5% |
Q4 2022 | $283,856 | +7.5% | 5,109 | +8.2% | 0.04% | -4.8% |
Q3 2022 | $264,000 | +17.3% | 4,723 | +21.6% | 0.04% | +16.7% |
Q2 2022 | $225,000 | -9.6% | 3,883 | +16.6% | 0.04% | +5.9% |
Q1 2022 | $249,000 | -13.8% | 3,331 | +88.7% | 0.03% | -15.0% |
Q4 2021 | $289,000 | +4.7% | 1,765 | -5.4% | 0.04% | -7.0% |
Q3 2021 | $276,000 | +10.0% | 1,866 | +8.4% | 0.04% | +7.5% |
Q2 2021 | $251,000 | – | 1,721 | – | 0.04% | – |
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% |