SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 777 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $702,475 | -1.8% | 9,660 | +1.2% | 0.18% | +1.1% |
| Q2 2023 | $715,698 | +17.4% | 9,549 | +2.1% | 0.18% | +14.6% |
| Q1 2023 | $609,665 | +20.5% | 9,355 | +2.7% | 0.16% | +15.3% |
| Q4 2022 | $506,040 | +10.7% | 9,108 | +11.3% | 0.14% | -2.1% |
| Q3 2022 | $457,000 | +13.1% | 8,182 | +17.5% | 0.14% | +15.7% |
| Q2 2022 | $404,000 | -4.7% | 6,964 | +22.9% | 0.12% | +0.8% |
| Q1 2022 | $424,000 | +14.3% | 5,666 | +150.2% | 0.12% | +7.1% |
| Q4 2021 | $371,000 | +40.0% | 2,265 | +26.7% | 0.11% | +25.8% |
| Q3 2021 | $265,000 | +27.4% | 1,788 | +25.4% | 0.09% | +23.6% |
| Q2 2021 | $208,000 | +43.4% | 1,426 | +27.5% | 0.07% | +30.9% |
| Q1 2021 | $145,000 | +22.9% | 1,118 | +21.5% | 0.06% | +19.6% |
| Q4 2020 | $118,000 | +21.6% | 920 | +9.3% | 0.05% | -2.1% |
| Q3 2020 | $97,000 | +18.3% | 842 | +4.6% | 0.05% | +14.6% |
| Q2 2020 | $82,000 | +30.2% | 805 | +1.4% | 0.04% | +5.1% |
| Q1 2020 | $63,000 | -11.3% | 794 | +4.2% | 0.04% | +18.2% |
| Q4 2019 | $71,000 | +12.7% | 762 | +0.9% | 0.03% | +3.1% |
| Q3 2019 | $63,000 | +1.6% | 755 | +0.9% | 0.03% | 0.0% |
| Q2 2019 | $62,000 | +5.1% | 748 | 0.0% | 0.03% | +3.2% |
| Q1 2019 | $59,000 | – | 748 | – | 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% |