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 | $2,256,440 | -68.2% | 12,767 | -86.5% | 1.16% | -67.0% |
| Q2 2023 | $7,090,027 | +41.6% | 94,597 | +23.1% | 3.53% | +31.1% |
| Q1 2023 | $5,008,029 | +111.3% | 76,846 | +80.1% | 2.69% | +94.2% |
| Q4 2022 | $2,370,433 | +46.0% | 42,664 | +46.6% | 1.38% | +35.7% |
| Q3 2022 | $1,624,000 | +12.9% | 29,095 | +17.3% | 1.02% | +37.6% |
| Q2 2022 | $1,438,000 | +143.3% | 24,804 | +201.0% | 0.74% | +176.9% |
| Q1 2022 | $591,000 | – | 8,241 | – | 0.27% | – |
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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% |