SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 929 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.34 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $278 | -60.6% | 4,259 | -66.5% | 0.02% | -54.3% |
Q4 2022 | $705 | -99.9% | 12,695 | -25.6% | 0.05% | -52.1% |
Q3 2022 | $952,000 | -90.8% | 17,065 | -91.3% | 0.10% | -90.0% |
Q2 2022 | $10,372,000 | -33.5% | 195,796 | +105.7% | 0.96% | +7.3% |
Q4 2021 | $15,591,000 | +18.5% | 95,189 | +7.2% | 0.89% | +0.7% |
Q3 2021 | $13,155,000 | +73.8% | 88,833 | +71.3% | 0.89% | +77.2% |
Q2 2021 | $7,568,000 | +55.1% | 51,853 | +45.0% | 0.50% | +194.7% |
Q1 2021 | $4,878,000 | +152.0% | 35,773 | +137.3% | 0.17% | +104.8% |
Q4 2020 | $1,936,000 | -28.9% | 15,078 | -36.3% | 0.08% | -39.0% |
Q3 2020 | $2,724,000 | +6710.0% | 23,654 | +5888.4% | 0.14% | +6700.0% |
Q2 2020 | $40,000 | +33.3% | 395 | +5.6% | 0.00% | 0.0% |
Q1 2020 | $30,000 | -48.3% | 374 | -40.5% | 0.00% | -50.0% |
Q4 2019 | $58,000 | -26.6% | 629 | -32.9% | 0.00% | -42.9% |
Q3 2019 | $79,000 | -93.1% | 937 | -93.5% | 0.01% | -94.5% |
Q1 2019 | $1,143,000 | +13.7% | 14,391 | -1.3% | 0.13% | -9.9% |
Q4 2018 | $1,005,000 | – | 14,580 | – | 0.14% | – |
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% |