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 | $384,318 | -19.1% | 5,285 | -16.6% | 0.11% | -17.7% |
| Q2 2023 | $475,030 | -0.3% | 6,338 | -13.3% | 0.13% | -7.1% |
| Q1 2023 | $476,438 | +8.8% | 7,311 | -7.3% | 0.14% | -11.4% |
| Q4 2022 | $437,996 | +8.1% | 7,883 | +8.7% | 0.16% | -2.5% |
| Q3 2022 | $405,000 | -18.7% | 7,254 | -15.6% | 0.16% | -16.1% |
| Q2 2022 | $498,000 | -22.6% | 8,591 | +0.0% | 0.19% | -18.2% |
| Q1 2022 | $643,000 | +2.9% | 8,588 | +99.9% | 0.24% | +0.4% |
| Q4 2021 | $625,000 | -19.0% | 4,296 | -17.6% | 0.24% | -23.0% |
| Q3 2021 | $772,000 | -11.6% | 5,215 | -12.8% | 0.30% | -24.1% |
| Q2 2021 | $873,000 | +1.0% | 5,980 | -10.2% | 0.40% | -4.3% |
| Q1 2021 | $864,000 | – | 6,656 | – | 0.42% | – |
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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% |