SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 690 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.18 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,626,390 | +1818.8% | 77,371 | +1877.8% | 0.05% | +2300.0% |
| Q2 2023 | $293,224 | +42.5% | 3,912 | +23.9% | 0.00% | 0.0% |
| Q1 2023 | $205,830 | +0.2% | 3,158 | -14.6% | 0.00% | 0.0% |
| Q4 2022 | $205,363 | +18.7% | 3,696 | +18.9% | 0.00% | 0.0% |
| Q3 2022 | $173,000 | +13.8% | 3,108 | +18.3% | 0.00% | 0.0% |
| Q2 2022 | $152,000 | -36.4% | 2,627 | -17.8% | 0.00% | -33.3% |
| Q1 2022 | $239,000 | -39.5% | 3,197 | +32.4% | 0.00% | -50.0% |
| Q4 2021 | $395,000 | +605.4% | 2,415 | +540.6% | 0.01% | +500.0% |
| Q3 2021 | $56,000 | -9.7% | 377 | -11.1% | 0.00% | 0.0% |
| Q2 2021 | $62,000 | +17.0% | 424 | +3.2% | 0.00% | 0.0% |
| Q1 2021 | $53,000 | +5200.0% | 411 | +3325.0% | 0.00% | – |
| Q4 2018 | $1,000 | -98.1% | 12 | -98.2% | 0.00% | -100.0% |
| Q3 2018 | $54,000 | +8.0% | 662 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $50,000 | -55.0% | 662 | -57.1% | 0.00% | -77.8% |
| Q1 2018 | $111,000 | +122.0% | 1,542 | +93.5% | 0.01% | +125.0% |
| Q2 2017 | $50,000 | 0.0% | 797 | -4.2% | 0.00% | -20.0% |
| Q1 2017 | $50,000 | – | 832 | – | 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% |