SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 778 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.25 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $273,000 | -53.7% | 4,889 | -51.8% | 0.26% | -27.4% |
| Q2 2022 | $589,000 | -30.5% | 10,149 | -10.3% | 0.35% | -15.9% |
| Q1 2022 | $847,000 | -10.7% | 11,314 | +95.2% | 0.42% | +10.2% |
| Q4 2021 | $949,000 | +19.7% | 5,797 | +8.3% | 0.38% | -6.1% |
| Q3 2021 | $793,000 | +8.2% | 5,352 | +6.6% | 0.41% | +37.5% |
| Q2 2021 | $733,000 | +14.0% | 5,022 | +1.3% | 0.30% | +10.9% |
| Q1 2021 | $643,000 | -16.3% | 4,956 | -17.1% | 0.27% | -33.4% |
| Q4 2020 | $768,000 | +2.9% | 5,979 | -7.7% | 0.40% | -13.9% |
| Q3 2020 | $746,000 | +4.3% | 6,475 | -8.1% | 0.47% | +1.3% |
| Q2 2020 | $715,000 | +63.2% | 7,046 | +28.1% | 0.46% | +88.5% |
| Q1 2020 | $438,000 | -7.4% | 5,501 | -7.6% | 0.24% | +23.9% |
| Q1 2019 | $473,000 | +130.7% | 5,953 | +100.0% | 0.20% | +105.2% |
| Q4 2018 | $205,000 | -33.4% | 2,976 | -20.7% | 0.10% | -30.9% |
| Q3 2018 | $308,000 | -30.8% | 3,754 | -36.0% | 0.14% | -26.8% |
| Q2 2018 | $445,000 | +33.2% | 5,866 | +25.8% | 0.19% | +21.8% |
| Q1 2018 | $334,000 | +57.5% | 4,664 | +55.5% | 0.16% | +56.0% |
| Q4 2017 | $212,000 | – | 3,000 | – | 0.10% | – |
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% |