SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 829 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.75 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $654,911 | +26.2% | 9,005 | +30.1% | 0.02% | +29.4% |
Q2 2023 | $519,023 | +41.7% | 6,924 | +23.2% | 0.02% | +41.7% |
Q1 2023 | $366,316 | +37.2% | 5,620 | +17.0% | 0.01% | 0.0% |
Q4 2022 | $266,961 | -0.4% | 4,804 | -0.0% | 0.01% | 0.0% |
Q3 2022 | $268,000 | -3.9% | 4,805 | 0.0% | 0.01% | -7.7% |
Q2 2022 | $279,000 | -0.4% | 4,805 | +30.4% | 0.01% | +18.2% |
Q1 2022 | $280,000 | -7.3% | 3,684 | +100.0% | 0.01% | 0.0% |
Q4 2021 | $302,000 | +10.6% | 1,842 | 0.0% | 0.01% | 0.0% |
Q3 2021 | $273,000 | +1.5% | 1,842 | +0.1% | 0.01% | 0.0% |
Q2 2021 | $269,000 | +12.6% | 1,841 | -0.1% | 0.01% | 0.0% |
Q1 2021 | $239,000 | +1.3% | 1,842 | 0.0% | 0.01% | -15.4% |
Q4 2020 | $236,000 | +11.3% | 1,842 | +0.1% | 0.01% | 0.0% |
Q3 2020 | $212,000 | +14.0% | 1,841 | 0.0% | 0.01% | +8.3% |
Q2 2020 | $186,000 | +15.5% | 1,841 | -9.3% | 0.01% | -7.7% |
Q1 2020 | $161,000 | -49.1% | 2,030 | -40.4% | 0.01% | -45.8% |
Q4 2019 | $316,000 | +78.5% | 3,404 | +61.9% | 0.02% | +60.0% |
Q3 2019 | $177,000 | +10.6% | 2,103 | +9.5% | 0.02% | -6.2% |
Q2 2019 | $160,000 | +21.2% | 1,921 | +15.2% | 0.02% | +6.7% |
Q1 2019 | $132,000 | +30.7% | 1,667 | +12.8% | 0.02% | +7.1% |
Q4 2018 | $101,000 | +48.5% | 1,478 | +78.5% | 0.01% | +75.0% |
Q3 2018 | $68,000 | – | 828 | – | 0.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Fund Evaluation Group, LLC | 3,191,309 | $177,309 | 22.74% |
Thrive Wealth Management, LLC | 1,325,418 | $73,640,226 | 21.09% |
Marquette Asset Management, LLC | 1,174,187 | $65,237,836 | 19.29% |
Northern Capital Management, Inc. | 348,728 | $19,375,321 | 18.61% |
Transparent Wealth Partners LLC | 412,541 | $22,920,795 | 17.93% |
Avantax Planning Partners, Inc. | 6,639,614 | $368,896,973 | 14.64% |
Financial Advisors, LLC | 898,752 | $49,934,652 | 13.64% |
Aspen Wealth Strategies, LLC | 298,873 | $16,605,409 | 13.29% |
Triton Wealth Management, PLLC | 342,977 | $19,995,540 | 12.16% |
HHM Wealth Advisors, LLC | 942,907 | $52,387,927 | 11.98% |