SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 778 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.25 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,659,953 | +36.5% | 119,086 | +40.7% | 1.01% | +39.7% |
| Q2 2023 | $6,344,963 | +53.9% | 84,656 | +33.8% | 0.72% | +48.9% |
| Q1 2023 | $4,123,306 | +67.8% | 63,270 | +43.1% | 0.49% | +58.1% |
| Q4 2022 | $2,457,006 | +65.3% | 44,223 | +66.1% | 0.31% | +53.2% |
| Q3 2022 | $1,486,000 | +136.2% | 26,622 | +145.5% | 0.20% | +145.1% |
| Q2 2022 | $629,000 | – | 10,846 | – | 0.08% | – |
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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% |