SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 674 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 0.56 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $180,326 | -6.3% | 2,480 | -3.5% | 0.02% | -4.2% |
| Q2 2023 | $192,536 | +1067.1% | 2,569 | +915.4% | 0.02% | +1100.0% |
| Q1 2023 | $16,497 | +84.5% | 253 | +57.1% | 0.00% | +100.0% |
| Q4 2022 | $8,941 | +11.8% | 161 | +0.6% | 0.00% | 0.0% |
| Q3 2022 | $8,000 | -33.3% | 160 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $12,000 | -7.7% | 160 | +100.0% | 0.00% | -50.0% |
| Q4 2021 | $13,000 | +62.5% | 80 | +33.3% | 0.00% | +100.0% |
| Q1 2021 | $8,000 | 0.0% | 60 | 0.0% | 0.00% | -50.0% |
| Q4 2020 | $8,000 | +700.0% | 60 | +1400.0% | 0.00% | – |
| Q4 2019 | $1,000 | 0.0% | 4 | 0.0% | 0.00% | – |
| Q3 2019 | $1,000 | – | 4 | 0.0% | 0.00% | – |
| Q2 2019 | $0 | – | 4 | – | 0.00% | – |
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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% |