SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 946 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.33 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $23,000 | +9.5% | 282 | +0.4% | 0.08% | +11.4% |
| Q2 2018 | $21,000 | +5.0% | 281 | 0.0% | 0.07% | -12.5% |
| Q1 2018 | $20,000 | -58.3% | 281 | -58.7% | 0.08% | -32.2% |
| Q4 2017 | $48,000 | +6.7% | 681 | 0.0% | 0.12% | -9.9% |
| Q3 2017 | $45,000 | +4.7% | 681 | 0.0% | 0.13% | +52.3% |
| Q2 2017 | $43,000 | +4.9% | 681 | 0.0% | 0.09% | +14.7% |
| Q1 2017 | $41,000 | +7.9% | 681 | 0.0% | 0.08% | +11.9% |
| Q4 2016 | $38,000 | 0.0% | 681 | 0.0% | 0.07% | +1.5% |
| Q3 2016 | $38,000 | +5.6% | 681 | 0.0% | 0.07% | 0.0% |
| Q2 2016 | $36,000 | 0.0% | 681 | 0.0% | 0.07% | +3.1% |
| Q1 2016 | $36,000 | 0.0% | 681 | -1.0% | 0.06% | +3.2% |
| Q4 2015 | $36,000 | – | 688 | – | 0.06% | – |
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% |