SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 783 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.25 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $123,059 | +8.8% | 1,220 | 0.0% | 0.01% | +8.3% |
Q1 2024 | $113,150 | +11.9% | 1,220 | +0.1% | 0.01% | 0.0% |
Q4 2023 | $101,104 | +5.1% | 1,219 | -7.8% | 0.01% | 0.0% |
Q3 2023 | $96,166 | +72.2% | 1,322 | +77.4% | 0.01% | +71.4% |
Q2 2023 | $55,831 | +15.1% | 745 | +0.1% | 0.01% | +16.7% |
Q1 2023 | $48,486 | +17.5% | 744 | +0.1% | 0.01% | +20.0% |
Q4 2022 | $41,281 | -27.6% | 743 | -26.9% | 0.01% | -37.5% |
Q3 2022 | $57,000 | -31.3% | 1,017 | +100.6% | 0.01% | -11.1% |
Q4 2021 | $83,000 | +10.7% | 507 | +0.2% | 0.01% | 0.0% |
Q3 2021 | $75,000 | +1.4% | 506 | 0.0% | 0.01% | 0.0% |
Q2 2021 | $74,000 | +25.4% | 506 | +11.7% | 0.01% | +12.5% |
Q1 2021 | $59,000 | +227.8% | 453 | +230.7% | 0.01% | +300.0% |
Q4 2020 | $18,000 | +12.5% | 137 | +0.7% | 0.00% | 0.0% |
Q3 2020 | $16,000 | +14.3% | 136 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $14,000 | – | 136 | – | 0.00% | – |
Download |
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% |