SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 817 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.58 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $47,810 | -2.9% | 657 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $49,253 | +15.1% | 657 | +0.2% | 0.01% | +16.7% |
Q1 2023 | $42,806 | +17.4% | 656 | 0.0% | 0.01% | 0.0% |
Q4 2022 | $36,475 | -1.4% | 656 | +0.2% | 0.01% | -25.0% |
Q3 2022 | $37,000 | +12.1% | 655 | +13.9% | 0.01% | +33.3% |
Q2 2022 | $33,000 | -23.3% | 575 | +0.2% | 0.01% | -25.0% |
Q1 2022 | $43,000 | -8.5% | 574 | +100.0% | 0.01% | -11.1% |
Q4 2021 | $47,000 | +9.3% | 287 | 0.0% | 0.01% | 0.0% |
Q3 2021 | $43,000 | +2.4% | 287 | +0.3% | 0.01% | 0.0% |
Q2 2021 | $42,000 | +23.5% | 286 | +7.9% | 0.01% | +12.5% |
Q1 2021 | $34,000 | 0.0% | 265 | -0.4% | 0.01% | -11.1% |
Q4 2020 | $34,000 | +17.2% | 266 | +4.3% | 0.01% | 0.0% |
Q3 2020 | $29,000 | +16.0% | 255 | 0.0% | 0.01% | +12.5% |
Q2 2020 | $25,000 | +25.0% | 255 | +4.1% | 0.01% | 0.0% |
Q1 2020 | $20,000 | +42.9% | 245 | +58.1% | 0.01% | +14.3% |
Q4 2019 | $14,000 | – | 155 | – | 0.01% | – |
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% |