SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 783 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 | ||||
---|---|---|---|---|---|---|
Q2 2024 | $2,112,901 | +8.8% | 20,953 | +0.0% | 0.17% | +9.1% |
Q1 2024 | $1,942,577 | +390.3% | 20,951 | +338.7% | 0.15% | +352.9% |
Q4 2023 | $396,217 | -11.0% | 4,776 | -21.9% | 0.03% | -17.1% |
Q3 2023 | $444,974 | +1.1% | 6,119 | +4.2% | 0.04% | +5.1% |
Q2 2023 | $439,957 | +15.0% | 5,870 | 0.0% | 0.04% | +8.3% |
Q1 2023 | $382,548 | +11.4% | 5,870 | -5.1% | 0.04% | +5.9% |
Q4 2022 | $343,527 | -3.8% | 6,183 | -3.3% | 0.03% | -10.5% |
Q3 2022 | $357,000 | -8.5% | 6,397 | -5.0% | 0.04% | -5.0% |
Q2 2022 | $390,000 | -22.6% | 6,732 | 0.0% | 0.04% | -9.1% |
Q1 2022 | $504,000 | -10.6% | 6,732 | +95.5% | 0.04% | -17.0% |
Q4 2021 | $564,000 | +10.6% | 3,444 | 0.0% | 0.05% | 0.0% |
Q3 2021 | $510,000 | +1.4% | 3,444 | 0.0% | 0.05% | -1.9% |
Q2 2021 | $503,000 | +12.5% | 3,444 | 0.0% | 0.05% | +1.9% |
Q1 2021 | $447,000 | +1.1% | 3,444 | 0.0% | 0.05% | -7.0% |
Q4 2020 | $442,000 | +8.1% | 3,444 | -3.0% | 0.06% | -8.1% |
Q3 2020 | $409,000 | +0.7% | 3,549 | -11.1% | 0.06% | -4.6% |
Q2 2020 | $406,000 | +25.3% | 3,994 | -1.9% | 0.06% | -17.7% |
Q1 2020 | $324,000 | -60.0% | 4,073 | -53.3% | 0.08% | -42.8% |
Q4 2019 | $811,000 | +2.0% | 8,730 | -7.7% | 0.14% | +23.2% |
Q3 2019 | $795,000 | -4.9% | 9,457 | -5.8% | 0.11% | -22.2% |
Q2 2019 | $836,000 | +1.7% | 10,044 | -3.0% | 0.14% | -2.7% |
Q1 2019 | $822,000 | -17.9% | 10,352 | -28.7% | 0.15% | -23.3% |
Q4 2018 | $1,001,000 | – | 14,517 | – | 0.19% | – |
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% |