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 | $276 | -3.2% | 3,800 | 0.0% | 0.06% | +1.8% |
| Q2 2023 | $285 | +14.9% | 3,800 | 0.0% | 0.06% | +10.0% |
| Q1 2023 | $248 | +17.5% | 3,800 | 0.0% | 0.05% | -7.4% |
| Q4 2022 | $211 | -99.9% | 3,800 | 0.0% | 0.05% | -14.3% |
| Q3 2022 | $212,000 | -3.6% | 3,800 | 0.0% | 0.06% | +1.6% |
| Q2 2022 | $220,000 | -38.7% | 3,800 | -20.8% | 0.06% | -34.0% |
| Q1 2022 | $359,000 | -15.9% | 4,800 | +84.3% | 0.09% | -27.7% |
| Q4 2021 | $427,000 | +10.6% | 2,605 | 0.0% | 0.13% | +0.8% |
| Q3 2021 | $386,000 | +1.6% | 2,605 | 0.0% | 0.13% | -2.3% |
| Q2 2021 | $380,000 | +12.4% | 2,605 | 0.0% | 0.13% | +1.5% |
| Q1 2021 | $338,000 | +0.9% | 2,605 | 0.0% | 0.13% | -5.1% |
| Q4 2020 | $335,000 | +11.7% | 2,605 | 0.0% | 0.14% | 0.0% |
| Q3 2020 | $300,000 | +8.3% | 2,605 | -4.6% | 0.14% | -4.9% |
| Q2 2020 | $277,000 | – | 2,730 | – | 0.14% | – |
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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% |