SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 782 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.24 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,244,761 | +14.8% | 32,177 | +5.6% | 2.15% | +11.1% |
| Q1 2024 | $2,826,599 | +21.4% | 30,485 | +8.6% | 1.94% | +1.4% |
| Q4 2023 | $2,329,149 | +45.8% | 28,076 | +27.8% | 1.91% | +27.2% |
| Q3 2023 | $1,597,986 | +40.2% | 21,975 | +25.7% | 1.50% | +31.2% |
| Q1 2023 | $1,139,399 | +30.7% | 17,483 | +11.4% | 1.14% | +23.8% |
| Q4 2022 | $871,781 | +3.4% | 15,691 | +3.9% | 0.92% | -5.3% |
| Q3 2022 | $843,000 | +8.4% | 15,096 | +12.5% | 0.98% | +12.0% |
| Q2 2022 | $778,000 | +4.0% | 13,413 | +20.6% | 0.87% | +13.2% |
| Q1 2022 | $748,000 | -7.5% | 11,118 | +125.1% | 0.77% | -0.3% |
| Q4 2021 | $809,000 | – | 4,939 | – | 0.77% | – |
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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% |