SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 690 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.18 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,913 | -8.5% | 122,569 | -5.7% | 0.19% | -15.1% |
| Q2 2023 | $9,737 | +37.9% | 129,978 | +20.0% | 0.22% | +44.2% |
| Q1 2023 | $7,062 | +18.2% | 108,359 | +0.8% | 0.16% | +17.3% |
| Q4 2022 | $5,975 | -99.9% | 107,549 | +0.5% | 0.13% | -2.2% |
| Q3 2022 | $6,027,000 | +35.2% | 107,006 | +39.2% | 0.14% | +37.4% |
| Q2 2022 | $4,459,000 | -11.6% | 76,886 | +14.1% | 0.10% | +12.5% |
| Q1 2022 | $5,044,000 | -1.4% | 67,411 | +115.7% | 0.09% | +79.6% |
| Q4 2021 | $5,117,000 | +10.5% | 31,250 | -0.0% | 0.05% | 0.0% |
| Q3 2021 | $4,632,000 | +214.2% | 31,264 | +209.5% | 0.05% | +226.7% |
| Q2 2021 | $1,474,000 | – | 10,100 | – | 0.02% | – |
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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% |