SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 809 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.58 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,043 | -7.0% | 14,827 | -1.0% | 0.78% | +0.1% |
| Q2 2023 | $1,122 | +5.2% | 14,979 | -8.6% | 0.78% | +14.3% |
| Q1 2023 | $1,067 | -1.5% | 16,382 | -16.0% | 0.68% | -5.1% |
| Q4 2022 | $1,083 | -99.9% | 19,500 | -1.0% | 0.72% | -6.0% |
| Q3 2022 | $1,082,000 | -5.3% | 19,696 | -0.0% | 0.77% | -2.3% |
| Q2 2022 | $1,143,000 | -32.5% | 19,705 | -12.9% | 0.78% | -34.0% |
| Q1 2022 | $1,693,000 | +1.3% | 22,629 | +93.5% | 1.19% | -7.8% |
| Q4 2021 | $1,671,000 | -11.6% | 11,697 | -2.9% | 1.29% | +14.9% |
| Q3 2021 | $1,890,000 | +1.0% | 12,042 | -3.4% | 1.12% | -4.4% |
| Q2 2021 | $1,871,000 | +10.0% | 12,465 | -4.9% | 1.17% | +2.0% |
| Q1 2021 | $1,701,000 | -6.6% | 13,103 | -7.6% | 1.15% | -13.3% |
| Q4 2020 | $1,821,000 | +2.3% | 14,183 | -2.6% | 1.33% | -3.2% |
| Q3 2020 | $1,780,000 | +17.3% | 14,556 | -2.6% | 1.37% | +7.4% |
| Q2 2020 | $1,517,000 | +20.1% | 14,937 | -5.8% | 1.28% | -1.5% |
| Q1 2020 | $1,263,000 | -15.6% | 15,861 | -0.1% | 1.30% | -13.2% |
| Q4 2019 | $1,496,000 | – | 15,881 | – | 1.49% | – |
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% |