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 | $80,792 | +592.4% | 1,111 | +429.0% | 0.02% | +600.0% |
| Q4 2022 | $11,668 | -80.2% | 210 | -80.3% | 0.00% | -83.3% |
| Q3 2022 | $59,000 | -4.8% | 1,066 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $62,000 | -51.6% | 1,066 | -37.6% | 0.02% | -41.9% |
| Q1 2022 | $128,000 | -44.6% | 1,707 | +20.8% | 0.03% | -51.6% |
| Q4 2021 | $231,000 | -13.5% | 1,413 | -21.5% | 0.06% | -22.9% |
| Q3 2021 | $267,000 | +190.2% | 1,801 | +98.1% | 0.08% | +59.6% |
| Q2 2020 | $92,000 | -14.8% | 909 | -33.1% | 0.05% | -20.0% |
| Q1 2020 | $108,000 | – | 1,358 | – | 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% |