SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 777 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.24 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,708,093 | -8.4% | 23,489 | -5.5% | 0.00% | – |
| Q2 2023 | $1,863,755 | +606.7% | 24,867 | +514.5% | 0.00% | – |
| Q1 2023 | $263,732 | +17.3% | 4,047 | +0.0% | 0.00% | – |
| Q4 2022 | $224,759 | -0.5% | 4,045 | +0.0% | 0.00% | – |
| Q3 2022 | $226,000 | -35.1% | 4,044 | -32.7% | 0.00% | – |
| Q2 2022 | $348,000 | -23.3% | 6,005 | -1.0% | 0.00% | – |
| Q1 2022 | $454,000 | -25.5% | 6,064 | +63.1% | 0.00% | – |
| Q4 2021 | $609,000 | -12.1% | 3,717 | -20.6% | 0.00% | – |
| Q3 2021 | $693,000 | +0.9% | 4,679 | -0.5% | 0.00% | – |
| Q2 2021 | $687,000 | +36.9% | 4,702 | +21.7% | 0.00% | – |
| Q1 2021 | $502,000 | -8.7% | 3,865 | -9.7% | 0.00% | – |
| Q4 2020 | $550,000 | +8.3% | 4,280 | -3.0% | 0.00% | – |
| Q3 2020 | $508,000 | +13.9% | 4,414 | -44.8% | 0.00% | – |
| Q4 2016 | $446,000 | +86.6% | 7,994 | +75.3% | 0.00% | – |
| Q1 2016 | $239,000 | -22.7% | 4,561 | -22.0% | 0.00% | – |
| Q4 2015 | $309,000 | – | 5,849 | – | 0.00% | – |
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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% |