SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 809 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.58 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $561 | +1.3% | 7,711 | +4.4% | 0.45% | +6.7% |
| Q2 2023 | $554 | -0.4% | 7,388 | -13.4% | 0.42% | -2.6% |
| Q1 2023 | $556 | +13.2% | 8,533 | -3.4% | 0.43% | +7.0% |
| Q4 2022 | $491 | -99.9% | 8,834 | +7.9% | 0.40% | +3.9% |
| Q3 2022 | $457,000 | -4.4% | 8,187 | -0.7% | 0.39% | +4.9% |
| Q2 2022 | $478,000 | -32.5% | 8,244 | -12.9% | 0.37% | -15.2% |
| Q1 2022 | $708,000 | -30.9% | 9,467 | +51.3% | 0.43% | -26.9% |
| Q4 2021 | $1,025,000 | +32.3% | 6,257 | +19.6% | 0.59% | +18.8% |
| Q3 2021 | $775,000 | -1.9% | 5,230 | -3.4% | 0.50% | -4.9% |
| Q2 2021 | $790,000 | -99.9% | 5,412 | -0.6% | 0.53% | +5.6% |
| Q1 2021 | $706,912,000 | +91468.9% | 5,447 | -9.4% | 0.50% | -15.9% |
| Q4 2020 | $772,000 | +4.2% | 6,012 | -6.5% | 0.59% | -4.1% |
| Q3 2020 | $741,000 | – | 6,432 | – | 0.62% | – |
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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% |