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 | $576,540 | -0.3% | 7,928 | +2.8% | 0.01% | +11.1% |
| Q2 2023 | $578,058 | +15.0% | 7,713 | +0.0% | 0.01% | 0.0% |
| Q1 2023 | $502,451 | +17.3% | 7,710 | +0.0% | 0.01% | +12.5% |
| Q4 2022 | $428,192 | -0.4% | 7,707 | -0.0% | 0.01% | -11.1% |
| Q3 2022 | $430,000 | -3.8% | 7,710 | +0.0% | 0.01% | 0.0% |
| Q2 2022 | $447,000 | +53.1% | 7,707 | +97.4% | 0.01% | +28.6% |
| Q1 2022 | $292,000 | -14.9% | 3,905 | +86.5% | 0.01% | -12.5% |
| Q4 2021 | $343,000 | -39.1% | 2,094 | -44.9% | 0.01% | -33.3% |
| Q3 2021 | $563,000 | +91.5% | 3,801 | +88.5% | 0.01% | +50.0% |
| Q2 2021 | $294,000 | +11.8% | 2,016 | -0.7% | 0.01% | +33.3% |
| Q1 2021 | $263,000 | +1.5% | 2,030 | +0.6% | 0.01% | -25.0% |
| Q4 2020 | $259,000 | -19.3% | 2,018 | -50.0% | 0.01% | -38.5% |
| Q1 2020 | $321,000 | – | 4,032 | – | 0.01% | – |
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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% |