KEYBANK NATIONAL ASSOCIATION/OH - SCHWAB STRATEGIC TR ownership

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SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 722 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.55 and the average weighting 1.2%.

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Quarter-by-quarter ownership
KEYBANK NATIONAL ASSOCIATION/OH ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$343,965
-38.9%
4,730
-37.0%
0.00%
-33.3%
Q2 2023$562,952
+8.1%
7,511
-6.0%
0.00%
+50.0%
Q1 2023$520,905
+42.1%
7,993
+21.1%
0.00%0.0%
Q4 2022$366,585
-0.4%
6,5980.0%0.00%0.0%
Q3 2022$368,000
-3.9%
6,5980.0%0.00%0.0%
Q2 2022$383,000
-26.9%
6,598
-5.7%
0.00%0.0%
Q1 2022$524,000
-6.1%
6,998
+105.5%
0.00%0.0%
Q4 2021$558,000
+10.5%
3,405
-0.2%
0.00%0.0%
Q3 2021$505,000
+1.6%
3,413
+0.2%
0.00%0.0%
Q2 2021$497,000
-43.8%
3,405
-50.0%
0.00%0.0%
Q1 2021$884,000
+102.3%
6,810
+100.0%
0.00%0.0%
Q4 2020$437,000
+11.5%
3,4050.0%0.00%0.0%
Q3 2020$392,000
+13.3%
3,4050.0%0.00%0.0%
Q2 2020$346,000
+27.7%
3,4050.0%0.00%0.0%
Q1 2020$271,000
-14.2%
3,4050.0%0.00%0.0%
Q4 2019$316,000
+10.5%
3,4050.0%0.00%0.0%
Q3 2019$286,000
+1.1%
3,4050.0%0.00%0.0%
Q2 2019$283,000
+4.8%
3,4050.0%0.00%0.0%
Q1 2019$270,000–3,405–0.00%–
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Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2021
NameSharesValueWeighting ↓
Northern Capital Management, Inc. 473,084$34,402,69132.12%
Thrive Wealth Management, LLC 1,234,934$89,804,43423.89%
Marquette Asset Management, LLC 1,090,081$79,270,70018.80%
Financial Advisors, LLC 922,244$67,065,55616.60%
Legacy Financial Strategies, LLC 649,549$49,554,13015.93%
Fund Evaluation Group, LLC 2,440,415$177,46715.77%
Avantax Planning Partners, Inc. 5,132,324$373,222,60315.61%
Triton Wealth Management, PLLC 310,011$23,179,00615.59%
Aspen Wealth Strategies, LLC 250,439$18,214,79214.21%
HHM Wealth Advisors, LLC 967,878$70,384,08713.75%
View complete list of SCHWAB STRATEGIC TR shareholders