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 | $934,283 | +5.4% | 9,265 | -3.1% | 0.47% | +3.5% |
Q1 2024 | $886,403 | +6.3% | 9,560 | -4.9% | 0.45% | -4.8% |
Q4 2023 | $834,246 | +11.2% | 10,056 | -2.5% | 0.48% | -18.1% |
Q3 2023 | $750,252 | -6.7% | 10,317 | -3.8% | 0.58% | -2.0% |
Q2 2023 | $803,914 | +12.4% | 10,726 | -2.3% | 0.59% | +3.1% |
Q1 2023 | $715,241 | +34.1% | 10,975 | +14.3% | 0.58% | +27.2% |
Q4 2022 | $533,432 | +18.3% | 9,601 | +18.9% | 0.45% | -2.6% |
Q3 2022 | $451,000 | – | 8,078 | – | 0.46% | – |
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% |