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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $29,001 | +14.2% | 350 | +0.3% | 0.02% | +10.5% |
| Q3 2023 | $25,389 | -2.9% | 349 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $26,137 | +113539.1% | 349 | +0.3% | 0.02% | +5.6% |
| Q1 2023 | $23 | +21.1% | 348 | 0.0% | 0.02% | +28.6% |
| Q4 2022 | $19 | -99.9% | 348 | +0.3% | 0.01% | -12.5% |
| Q3 2022 | $19,000 | -5.0% | 347 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $20,000 | -28.6% | 347 | +100.6% | 0.02% | -11.1% |
| Q1 2022 | $28,000 | 0.0% | 173 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $28,000 | +7.7% | 173 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $26,000 | +4.0% | 173 | 0.0% | 0.02% | +12.5% |
| Q2 2021 | $25,000 | +13.6% | 173 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $22,000 | 0.0% | 173 | +0.6% | 0.02% | 0.0% |
| Q4 2020 | $22,000 | +57.1% | 172 | 0.0% | 0.02% | +6.7% |
| Q1 2020 | $14,000 | -12.5% | 172 | +0.6% | 0.02% | +25.0% |
| Q4 2019 | $16,000 | +14.3% | 171 | +0.6% | 0.01% | +9.1% |
| Q3 2019 | $14,000 | 0.0% | 170 | 0.0% | 0.01% | -8.3% |
| Q2 2019 | $14,000 | +366.7% | 170 | +304.8% | 0.01% | +300.0% |
| Q4 2018 | $3,000 | – | 42 | – | 0.00% | – |
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% |