SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 841 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.26 and the average weighting 1.0%.
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% | – |
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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% |