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 | ||||
---|---|---|---|---|---|---|
Q4 2023 | $13,742 | +14.2% | 165 | 0.0% | 0.00% | 0.0% |
Q3 2023 | $12,030 | -2.9% | 165 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $12,385 | -95.5% | 165 | -96.1% | 0.00% | -95.8% |
Q1 2023 | $277,465 | +115030.7% | 4,257 | -2.0% | 0.02% | +9.1% |
Q4 2022 | $241 | -98.3% | 4,344 | +1596.9% | 0.02% | +2100.0% |
Q3 2022 | $14,000 | -6.7% | 256 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $15,000 | -21.1% | 256 | 0.0% | 0.00% | -50.0% |
Q1 2022 | $19,000 | +280.0% | 256 | +422.4% | 0.00% | +100.0% |
Q2 2020 | $5,000 | +25.0% | 49 | -7.5% | 0.00% | 0.0% |
Q4 2018 | $4,000 | -33.3% | 53 | -37.6% | 0.00% | 0.0% |
Q4 2017 | $6,000 | 0.0% | 85 | 0.0% | 0.00% | 0.0% |
Q3 2017 | $6,000 | +20.0% | 85 | 0.0% | 0.00% | 0.0% |
Q2 2017 | $5,000 | – | 85 | – | 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% |