SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 722 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.55 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,969 | -2.9% | 220 | +0.5% | 0.00% | 0.0% |
| Q2 2023 | $16,448 | +15.1% | 219 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $14,292 | +17.4% | 219 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $12,174 | +1.4% | 219 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $12,000 | -7.7% | 219 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $13,000 | -18.8% | 219 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $16,000 | +100.0% | 219 | +356.2% | 0.00% | – |
| Q4 2021 | $8,000 | +14.3% | 48 | 0.0% | 0.00% | – |
| Q3 2021 | $7,000 | 0.0% | 48 | 0.0% | 0.00% | – |
| Q2 2021 | $7,000 | -93.6% | 48 | -94.9% | 0.00% | -100.0% |
| Q3 2020 | $109,000 | +240.6% | 950 | +199.7% | 0.01% | +250.0% |
| Q2 2020 | $32,000 | +28.0% | 317 | +0.3% | 0.00% | 0.0% |
| Q1 2020 | $25,000 | 0.0% | 316 | +18.8% | 0.00% | 0.0% |
| Q4 2019 | $25,000 | +13.6% | 266 | +2.3% | 0.00% | 0.0% |
| Q3 2019 | $22,000 | 0.0% | 260 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $22,000 | +22.2% | 260 | -13.3% | 0.00% | 0.0% |
| Q1 2017 | $18,000 | -57.1% | 300 | -60.0% | 0.00% | -50.0% |
| Q4 2016 | $42,000 | -39.1% | 750 | -40.0% | 0.00% | -42.9% |
| Q3 2016 | $69,000 | -37.3% | 1,250 | -40.6% | 0.01% | -46.2% |
| Q2 2016 | $110,000 | -12.7% | 2,105 | -12.5% | 0.01% | -7.1% |
| Q1 2016 | $126,000 | – | 2,405 | – | 0.01% | – |
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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% |