SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 880 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.22 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $373,878 | +22.0% | 3,708 | +12.2% | 0.01% | +22.2% |
| Q1 2024 | $306,440 | +10.5% | 3,305 | -1.2% | 0.01% | +12.5% |
| Q4 2023 | $277,418 | +14.1% | 3,344 | 0.0% | 0.01% | 0.0% |
| Q3 2023 | $243,176 | -6.7% | 3,344 | -3.8% | 0.01% | -11.1% |
| Q2 2023 | $260,601 | +3.8% | 3,477 | -9.7% | 0.01% | 0.0% |
| Q1 2023 | $251,035 | -2.7% | 3,852 | -16.6% | 0.01% | -30.8% |
| Q3 2022 | $258,000 | -46.2% | 4,618 | -44.2% | 0.01% | -48.0% |
| Q2 2022 | $480,000 | +90.5% | 8,272 | +145.5% | 0.02% | +108.3% |
| Q1 2022 | $252,000 | -11.6% | 3,370 | +53.5% | 0.01% | -33.3% |
| Q1 2021 | $285,000 | – | 2,196 | – | 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% |