SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 690 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.18 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $473,984 | +20.3% | 6,324 | +4.2% | 0.44% | +20.3% |
| Q1 2023 | $394,045 | +29.2% | 6,069 | +10.6% | 0.36% | +32.2% |
| Q4 2022 | $304,878 | -0.4% | 5,487 | 0.0% | 0.28% | -0.7% |
| Q3 2022 | $306,000 | -3.8% | 5,487 | 0.0% | 0.28% | +5.3% |
| Q2 2022 | $318,000 | +0.3% | 5,487 | +29.3% | 0.26% | +16.8% |
| Q1 2022 | $317,000 | -4.8% | 4,242 | +100.0% | 0.23% | -1.7% |
| Q4 2021 | $333,000 | -7.2% | 2,121 | -11.6% | 0.23% | -9.4% |
| Q3 2021 | $359,000 | -1.4% | 2,400 | -1.6% | 0.25% | -5.6% |
| Q2 2021 | $364,000 | +8.3% | 2,439 | 0.0% | 0.27% | +7.6% |
| Q1 2021 | $336,000 | +479.3% | 2,439 | +236.4% | 0.25% | +267.6% |
| Q1 2020 | $58,000 | – | 725 | – | 0.07% | – |
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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% |