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 | $354,816 | -8.1% | 4,879 | -5.3% | 0.04% | -9.8% |
Q2 2023 | $386,218 | -61.2% | 5,153 | -66.2% | 0.04% | -24.1% |
Q1 2023 | $994,848 | -26.0% | 15,266 | -36.9% | 0.05% | -33.3% |
Q4 2022 | $1,343,508 | -15.9% | 24,181 | -15.6% | 0.08% | -25.0% |
Q3 2022 | $1,598,000 | -75.9% | 28,637 | -74.9% | 0.11% | -75.7% |
Q2 2022 | $6,626,000 | +256.2% | 114,256 | +359.6% | 0.44% | +292.9% |
Q1 2022 | $1,860,000 | +18.7% | 24,862 | +159.8% | 0.11% | +15.3% |
Q4 2021 | $1,567,000 | +19.1% | 9,568 | +7.7% | 0.10% | +8.9% |
Q3 2021 | $1,316,000 | +16.6% | 8,887 | +14.9% | 0.09% | +11.1% |
Q2 2021 | $1,129,000 | +56.4% | 7,736 | +39.0% | 0.08% | +30.6% |
Q1 2021 | $722,000 | +17.0% | 5,566 | +15.8% | 0.06% | +12.7% |
Q4 2020 | $617,000 | -73.1% | 4,807 | -79.8% | 0.06% | -64.7% |
Q3 2020 | $2,292,000 | +78.1% | 23,787 | +87.7% | 0.16% | -6.6% |
Q2 2020 | $1,287,000 | +27.9% | 12,676 | +0.4% | 0.17% | -5.1% |
Q1 2020 | $1,006,000 | +195.0% | 12,625 | +244.6% | 0.18% | +309.3% |
Q4 2019 | $341,000 | +11.1% | 3,664 | +0.2% | 0.04% | -14.0% |
Q3 2019 | $307,000 | -23.4% | 3,658 | -25.2% | 0.05% | -20.6% |
Q3 2018 | $401,000 | – | 4,891 | – | 0.06% | – |
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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% |