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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $234,820 | +15.0% | 3,133 | +0.0% | 0.04% | +4.8% |
| Q1 2023 | $204,117 | -4.6% | 3,132 | -18.2% | 0.04% | -16.0% |
| Q3 2022 | $214,000 | -3.6% | 3,829 | +0.0% | 0.05% | +4.2% |
| Q2 2022 | $222,000 | +6.2% | 3,828 | +37.2% | 0.05% | 0.0% |
| Q1 2022 | $209,000 | -8.3% | 2,791 | +100.1% | 0.05% | -5.9% |
| Q4 2021 | $228,000 | – | 1,395 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Management Professionals, Inc. | 780,317 | $41,879,000 | 19.60% |
| Marquette Asset Management, LLC | 726,788 | $39,007,000 | 15.87% |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 1,223,840 | $65,684,000 | 13.11% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 459,100 | $24,640,000 | 8.83% |
| Gemmer Asset Management LLC | 264,202 | $14,180,000 | 8.62% |
| Summit Asset Management, LLC | 203,087 | $10,900,000 | 7.46% |
| FAS Wealth Partners, Inc. | 266,282 | $14,291,000 | 7.16% |
| VALENTINE VENTURES LLC | 131,099 | $6,991,000 | 6.99% |
| Spectrum Asset Management, Inc. (NB/CA) | 131,455 | $7,055,000 | 6.08% |
| Newman Dignan & Sheerar, Inc. | 123,380 | $6,622,000 | 4.77% |