SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 778 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.25 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,673,678 | +6.9% | 36,767 | -5.1% | 0.97% | +7.8% |
Q1 2023 | $2,501,847 | +0.3% | 38,752 | -13.7% | 0.90% | -4.2% |
Q4 2022 | $2,493,468 | -12.9% | 44,879 | -7.6% | 0.94% | -17.6% |
Q3 2022 | $2,864,000 | -5.1% | 48,567 | -4.1% | 1.14% | -2.5% |
Q2 2022 | $3,019,000 | -25.3% | 50,625 | -5.9% | 1.17% | -15.1% |
Q1 2022 | $4,040,000 | -9.4% | 53,815 | +88.8% | 1.38% | -8.9% |
Q4 2021 | $4,457,000 | -2.1% | 28,503 | -6.5% | 1.51% | -8.5% |
Q3 2021 | $4,554,000 | -5.0% | 30,493 | -4.5% | 1.65% | -4.3% |
Q2 2021 | $4,793,000 | +11.7% | 31,932 | -3.4% | 1.72% | +2.4% |
Q1 2021 | $4,291,000 | -1.4% | 33,064 | -3.7% | 1.68% | -10.9% |
Q4 2020 | $4,350,000 | +12.8% | 34,330 | +2.5% | 1.89% | -0.8% |
Q3 2020 | $3,857,000 | +11.7% | 33,491 | -1.6% | 1.90% | +5.4% |
Q2 2020 | $3,454,000 | +27.1% | 34,020 | -0.3% | 1.81% | +9.0% |
Q1 2020 | $2,717,000 | -15.7% | 34,110 | -0.3% | 1.66% | +6.5% |
Q4 2019 | $3,224,000 | +9.6% | 34,213 | -2.4% | 1.56% | +1.1% |
Q3 2019 | $2,942,000 | +1.8% | 35,044 | +2.9% | 1.54% | +3.8% |
Q2 2019 | $2,891,000 | +3.8% | 34,053 | -2.9% | 1.48% | +1.5% |
Q1 2019 | $2,785,000 | +10.6% | 35,059 | +1.3% | 1.46% | +3.6% |
Q4 2018 | $2,517,000 | -2.2% | 34,601 | +1.9% | 1.41% | +1.6% |
Q2 2018 | $2,573,000 | – | 33,949 | – | 1.39% | – |
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% |