SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 1,067 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is 0.20 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $986,838 | +3.2% | 9,786 | -5.1% | 0.32% | -1.5% |
| Q1 2024 | $956,145 | +2.6% | 10,312 | -8.2% | 0.33% | -7.1% |
| Q4 2023 | $931,818 | +32.0% | 11,232 | +15.7% | 0.35% | +15.7% |
| Q3 2023 | $705,668 | -20.3% | 9,704 | -17.8% | 0.30% | -18.0% |
| Q2 2023 | $885,001 | +23.5% | 11,808 | +7.4% | 0.37% | +13.8% |
| Q1 2023 | $716,405 | +0.8% | 10,993 | -14.0% | 0.33% | -8.4% |
| Q4 2022 | $710,548 | +11.9% | 12,789 | +12.5% | 0.36% | +2.9% |
| Q3 2022 | $635,000 | +15.7% | 11,373 | +20.2% | 0.35% | +25.3% |
| Q2 2022 | $549,000 | -22.0% | 9,465 | +0.6% | 0.28% | -6.7% |
| Q1 2022 | $704,000 | +198.3% | 9,409 | +551.6% | 0.30% | +209.4% |
| Q4 2021 | $236,000 | -12.3% | 1,444 | -51.9% | 0.10% | -16.5% |
| Q3 2019 | $269,000 | – | 3,001 | – | 0.12% | – |
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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% |