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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $12,324,163 | -11.9% | 169,474 | -9.2% | 1.86% | -11.9% |
Q2 2023 | $13,995,782 | +18.4% | 186,735 | +3.0% | 2.11% | +10.7% |
Q1 2023 | $11,819,076 | +21.1% | 181,358 | +3.2% | 1.90% | +1.9% |
Q4 2022 | $9,760,631 | +7.0% | 175,677 | +7.4% | 1.87% | +3.3% |
Q3 2022 | $9,125,000 | -5.2% | 163,505 | -1.5% | 1.81% | -5.1% |
Q2 2022 | $9,630,000 | -17.4% | 166,058 | +6.5% | 1.91% | +2.1% |
Q1 2022 | $11,664,000 | +35245.5% | 155,899 | +69497.8% | 1.87% | +37260.0% |
Q2 2021 | $33,000 | +32.0% | 224 | +15.5% | 0.01% | +25.0% |
Q1 2021 | $25,000 | – | 194 | – | 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% |