SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 782 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.24 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $8,966,955 | +114523.0% | 88,922 | +5.4% | 5.78% | +9.9% |
| Q1 2024 | $7,823 | +105.4% | 84,373 | +83.8% | 5.26% | +86.5% |
| Q4 2023 | $3,808 | -99.8% | 45,905 | +15.6% | 2.82% | -73.9% |
| Q3 2022 | $2,217,000 | +16.0% | 39,716 | +20.5% | 10.80% | +92.1% |
| Q2 2022 | $1,911,000 | -90.8% | 32,961 | -74.0% | 5.62% | -55.1% |
| Q4 2021 | $20,764,000 | +14.8% | 126,801 | +3.9% | 12.52% | +0.8% |
| Q3 2021 | $18,081,000 | +230.5% | 122,094 | +225.7% | 12.42% | +216.1% |
| Q2 2021 | $5,471,000 | +44.8% | 37,484 | +27.4% | 3.93% | +21.0% |
| Q4 2020 | $3,778,000 | – | 29,427 | – | 3.25% | – |
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% |