SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 841 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.26 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5 | -89.4% | 72 | -91.6% | 0.00% | – |
| Q4 2022 | $47 | -99.9% | 858 | -45.9% | 0.00% | – |
| Q3 2022 | $88,000 | +15.8% | 1,587 | +20.8% | 0.00% | – |
| Q2 2022 | $76,000 | – | 1,314 | +16325.0% | 0.00% | – |
| Q1 2022 | $0 | -100.0% | 8 | -96.9% | 0.00% | – |
| Q4 2021 | $41,000 | -85.6% | 254 | -86.9% | 0.00% | – |
| Q3 2021 | $284,000 | +0.4% | 1,942 | 0.0% | 0.00% | – |
| Q2 2021 | $283,000 | +188.8% | 1,942 | +153.5% | 0.00% | – |
| Q4 2020 | $98,000 | +263.0% | 766 | +226.0% | 0.00% | – |
| Q3 2020 | $27,000 | +35.0% | 235 | +17.5% | 0.00% | – |
| Q2 2020 | $20,000 | +185.7% | 200 | +100.0% | 0.00% | – |
| Q1 2020 | $7,000 | -94.0% | 100 | -93.8% | 0.00% | -100.0% |
| Q1 2018 | $116,000 | +3766.7% | 1,618 | +2389.2% | 0.01% | – |
| Q1 2016 | $3,000 | 0.0% | 65 | +18.2% | 0.00% | – |
| Q4 2014 | $3,000 | – | 55 | – | 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% |