SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 1,101 filers reported holding SCHWAB STRATEGIC TR in Q1 2024. The put-call ratio across all filers is 0.16 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $66,554 | +8.8% | 660 | 0.0% | 0.01% | +16.7% |
| Q1 2024 | $61,195 | +11.8% | 660 | 0.0% | 0.01% | 0.0% |
| Q4 2023 | $54,754 | +14.1% | 660 | 0.0% | 0.01% | 0.0% |
| Q3 2023 | $47,995 | -16.8% | 660 | -14.3% | 0.01% | -14.3% |
| Q2 2023 | $57,712 | +15.0% | 770 | 0.0% | 0.01% | +16.7% |
| Q1 2023 | $50,181 | +116600.0% | 770 | 0.0% | 0.01% | +20.0% |
| Q4 2022 | $43 | -99.9% | 770 | -4.7% | 0.01% | 0.0% |
| Q3 2022 | $45,000 | -4.3% | 808 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $47,000 | – | 808 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 41,138 | $28,356,000 | 27.57% |
| Marquette Asset Management, LLC | 875,363 | $60,339,000 | 23.22% |
| Reitz Capital Advisors LLC | 226,168 | $15,590,000 | 18.84% |
| Avantax Planning Partners, Inc. | 3,576,720 | $246,543,000 | 18.59% |
| Fund Evaluation Group, LLC | 935,445 | $64,480,000 | 16.07% |
| HHM Wealth Advisors, LLC | 247,885 | $17,087,000 | 12.52% |
| PIERSHALE FINANCIAL GROUP, INC. | 290,182 | $20,002,000 | 12.14% |
| Krilogy Financial LLC | 555,820 | $38,313,000 | 10.56% |
| Harborview Advisors, LLC | 126,609 | $8,727,000 | 10.22% |
| Denver PWM, LLC | 185,867 | $14,035,000 | 10.06% |