SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 829 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.75 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $34,064,000 | +180.4% | 610,354 | +191.4% | 0.95% | +180.0% |
| Q2 2022 | $12,148,000 | -19.2% | 209,480 | +4.2% | 0.34% | -4.5% |
| Q1 2022 | $15,037,000 | +13.8% | 200,970 | +149.2% | 0.36% | +5.6% |
| Q4 2021 | $13,208,000 | +93.1% | 80,658 | +74.6% | 0.34% | +65.2% |
| Q3 2021 | $6,840,000 | +124.4% | 46,191 | +121.2% | 0.20% | +88.9% |
| Q2 2021 | $3,048,000 | +118.0% | 20,881 | +93.8% | 0.11% | +54.3% |
| Q1 2021 | $1,398,000 | -4.4% | 10,772 | -5.5% | 0.07% | -35.8% |
| Q4 2020 | $1,463,000 | +31.9% | 11,395 | +18.4% | 0.11% | +9.0% |
| Q3 2020 | $1,109,000 | +5.8% | 9,626 | -6.7% | 0.10% | -36.7% |
| Q2 2020 | $1,048,000 | +15.9% | 10,319 | -3.0% | 0.16% | -39.2% |
| Q1 2020 | $904,000 | +195.4% | 10,637 | +223.3% | 0.26% | +98.5% |
| Q4 2019 | $306,000 | +34.8% | 3,290 | +21.5% | 0.13% | +18.0% |
| Q3 2019 | $227,000 | -14.7% | 2,708 | -15.2% | 0.11% | -26.0% |
| Q2 2019 | $266,000 | +23.7% | 3,192 | +17.7% | 0.15% | -11.8% |
| Q1 2019 | $215,000 | -3.2% | 2,711 | -15.8% | 0.17% | -23.8% |
| Q4 2018 | $222,000 | – | 3,219 | – | 0.22% | – |
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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% |