SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 809 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 | $290,972 | -2.9% | 4,001 | +0.1% | 0.07% | -1.3% |
Q2 2023 | $299,643 | +15.1% | 3,998 | +0.1% | 0.08% | +8.7% |
Q1 2023 | $260,313 | +17.4% | 3,994 | +0.1% | 0.07% | +9.5% |
Q4 2022 | $221,710 | -0.1% | 3,990 | +0.1% | 0.06% | -7.4% |
Q3 2022 | $222,000 | -3.9% | 3,986 | +0.1% | 0.07% | +1.5% |
Q2 2022 | $231,000 | -22.5% | 3,982 | +0.1% | 0.07% | -15.2% |
Q1 2022 | $298,000 | -34.2% | 3,979 | +43.8% | 0.08% | -33.1% |
Q4 2021 | $453,000 | +10.5% | 2,767 | -0.1% | 0.12% | +1.7% |
Q3 2021 | $410,000 | +1.7% | 2,769 | +0.4% | 0.12% | -14.7% |
Q2 2021 | $403,000 | +9.8% | 2,758 | -2.6% | 0.14% | -0.7% |
Q1 2021 | $367,000 | +1.1% | 2,831 | +0.1% | 0.14% | -3.5% |
Q4 2020 | $363,000 | +5.2% | 2,828 | -5.5% | 0.14% | -9.0% |
Q3 2020 | $345,000 | +9.5% | 2,994 | -3.4% | 0.16% | +6.1% |
Q2 2020 | $315,000 | – | 3,100 | – | 0.15% | – |
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% |