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 2018 | $601,000 | -71.8% | 7,322 | -74.0% | 0.00% | -78.9% |
| Q2 2018 | $2,133,000 | +1592.9% | 28,152 | +1482.5% | 0.02% | +1800.0% |
| Q4 2017 | $126,000 | -61.5% | 1,779 | -64.1% | 0.00% | -66.7% |
| Q3 2017 | $327,000 | -58.9% | 4,951 | -66.6% | 0.00% | -40.0% |
| Q2 2015 | $795,000 | -1.6% | 14,804 | -1.3% | 0.01% | 0.0% |
| Q1 2015 | $808,000 | +3.3% | 15,004 | -0.7% | 0.01% | +25.0% |
| Q4 2014 | $782,000 | +61.9% | 15,104 | +53.9% | 0.00% | +33.3% |
| Q3 2014 | $483,000 | -74.1% | 9,813 | -76.2% | 0.00% | -62.5% |
| Q4 2013 | $1,865,000 | +703.9% | 41,225 | +628.6% | 0.01% | +700.0% |
| Q3 2013 | $232,000 | – | 5,658 | – | 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% |