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 | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $1,724,000 | +2.4% | 28,511 | -5.4% | 0.98% | -4.3% |
| Q4 2016 | $1,683,000 | -1.9% | 30,148 | -2.5% | 1.02% | -3.6% |
| Q3 2016 | $1,715,000 | +2.3% | 30,917 | -3.2% | 1.06% | -19.0% |
| Q2 2016 | $1,676,000 | +3.8% | 31,945 | +3.7% | 1.31% | +2.3% |
| Q1 2016 | $1,615,000 | +3.1% | 30,802 | +3.8% | 1.28% | +1.1% |
| Q4 2015 | $1,567,000 | +13.7% | 29,669 | +7.6% | 1.27% | +6.6% |
| Q3 2015 | $1,378,000 | +0.6% | 27,568 | +8.0% | 1.19% | +2.1% |
| Q2 2015 | $1,370,000 | +8.6% | 25,533 | +9.1% | 1.16% | +8.2% |
| Q1 2015 | $1,261,000 | +13.2% | 23,408 | +8.8% | 1.08% | +13.1% |
| Q4 2014 | $1,114,000 | – | 21,506 | – | 0.95% | – |
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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% |