SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 1,101 filers reported holding SCHWAB STRATEGIC TR in Q1 2024. The put-call ratio across all filers is 0.16 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $346,354 | +10.8% | 3,434 | +1.9% | 0.03% | +21.7% |
Q1 2024 | $312,472 | -6.4% | 3,370 | -16.3% | 0.02% | -11.5% |
Q4 2023 | $333,831 | +14.1% | 4,024 | 0.0% | 0.03% | -3.7% |
Q3 2023 | $292,625 | +32.0% | 4,024 | +36.0% | 0.03% | +50.0% |
Q2 2023 | $221,702 | +2.0% | 2,958 | -11.3% | 0.02% | -25.0% |
Q1 2023 | $217,277 | – | 3,334 | – | 0.02% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 41,138 | $28,356,000 | 27.57% |
Marquette Asset Management, LLC | 875,363 | $60,339,000 | 23.22% |
Reitz Capital Advisors LLC | 226,168 | $15,590,000 | 18.84% |
Avantax Planning Partners, Inc. | 3,576,720 | $246,543,000 | 18.59% |
Fund Evaluation Group, LLC | 935,445 | $64,480,000 | 16.07% |
HHM Wealth Advisors, LLC | 247,885 | $17,087,000 | 12.52% |
PIERSHALE FINANCIAL GROUP, INC. | 290,182 | $20,002,000 | 12.14% |
Krilogy Financial LLC | 555,820 | $38,313,000 | 10.56% |
Harborview Advisors, LLC | 126,609 | $8,727,000 | 10.22% |
Denver PWM, LLC | 185,867 | $14,035,000 | 10.06% |