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 | $5,561,349 | +38.5% | 55,124 | +27.3% | 0.13% | +31.0% |
| Q1 2024 | $4,016,364 | +18.5% | 43,317 | +6.0% | 0.10% | -24.2% |
| Q4 2023 | $3,389,291 | +21.8% | 40,851 | +6.8% | 0.13% | +7.3% |
| Q3 2023 | $2,782,031 | +1.0% | 38,257 | +4.1% | 0.12% | -5.4% |
| Q2 2023 | $2,753,413 | +375.7% | 36,737 | +313.6% | 0.13% | +233.3% |
| Q1 2023 | $578,827 | +30.6% | 8,882 | +11.4% | 0.04% | +25.8% |
| Q4 2022 | $443,085 | +2.1% | 7,975 | +2.5% | 0.03% | -11.4% |
| Q3 2022 | $434,000 | +101.9% | 7,784 | +170.4% | 0.04% | +105.9% |
| Q1 2022 | $215,000 | – | 2,879 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| APPLETON GROUP, LLC | 325,369 | $21,204,298 | 41.34% |
| Thrive Wealth Management, LLC | 1,387,577 | $90,428,403 | 23.18% |
| Fund Evaluation Group, LLC | 3,052,438 | $198,927 | 21.52% |
| Northern Capital Management, Inc. | 357,229 | $23,280,588 | 19.95% |
| Transparent Wealth Partners LLC | 414,629 | $27,021,353 | 19.75% |
| Marquette Asset Management, LLC | 1,139,407 | $74,255,163 | 19.73% |
| Financial Advisors, LLC | 947,003 | $61,716,196 | 15.63% |
| Legacy Financial Strategies, LLC | 645,728 | $42,082,112 | 15.60% |
| Avantax Planning Partners, Inc. | 5,629,421 | $366,869,397 | 14.90% |
| Aspen Wealth Strategies, LLC | 292,072 | $19,034,302 | 14.76% |