SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 872 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.22 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,643,886 | +121.2% | 36,357 | +127.9% | 0.12% | +126.4% |
Q2 2023 | $1,195,426 | +30.0% | 15,950 | +13.0% | 0.05% | +20.5% |
Q1 2023 | $919,556 | +43.2% | 14,110 | +22.1% | 0.04% | -80.1% |
Q4 2022 | $642,219 | -0.4% | 11,559 | +0.1% | 0.22% | +481.6% |
Q3 2022 | $645,000 | -88.0% | 11,551 | -80.0% | 0.04% | -83.8% |
Q4 2019 | $5,363,000 | +411.7% | 57,718 | +231.6% | 0.23% | +41.0% |
Q1 2017 | $1,048,000 | – | 17,405 | – | 0.17% | – |
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% |