SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 783 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 | ||||
---|---|---|---|---|---|---|
Q2 2023 | $14,568 | +15.2% | 194 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $12,651 | +17.5% | 194 | 0.0% | 0.00% | +100.0% |
Q4 2022 | $10,771 | -75.5% | 194 | -75.5% | 0.00% | -83.3% |
Q3 2022 | $44,000 | +300.0% | 793 | +310.9% | 0.01% | +500.0% |
Q2 2022 | $11,000 | -21.4% | 193 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $14,000 | -12.5% | 193 | +99.0% | 0.00% | -50.0% |
Q4 2021 | $16,000 | +14.3% | 97 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $14,000 | 0.0% | 97 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $14,000 | +7.7% | 97 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $13,000 | -91.5% | 97 | -91.9% | 0.00% | -90.9% |
Q4 2020 | $153,000 | +10.1% | 1,194 | -0.9% | 0.02% | -4.3% |
Q3 2020 | $139,000 | +13.9% | 1,205 | 0.0% | 0.02% | +9.5% |
Q2 2020 | $122,000 | +40.2% | 1,205 | +9.8% | 0.02% | +16.7% |
Q1 2020 | $87,000 | -9.4% | 1,097 | +5.8% | 0.02% | -28.0% |
Q4 2019 | $96,000 | +10.3% | 1,037 | 0.0% | 0.02% | +13.6% |
Q3 2019 | $87,000 | +1.2% | 1,037 | 0.0% | 0.02% | -4.3% |
Q2 2019 | $86,000 | +43.3% | 1,037 | +19.2% | 0.02% | +9.5% |
Q4 2018 | $60,000 | -28.6% | 870 | -15.2% | 0.02% | -22.2% |
Q3 2018 | $84,000 | +7.7% | 1,026 | 0.0% | 0.03% | 0.0% |
Q2 2018 | $78,000 | – | 1,026 | – | 0.03% | – |
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% |