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 | $696,725 | +39.0% | 6,909 | +27.8% | 0.05% | +20.5% |
Q1 2024 | $501,357 | +5.9% | 5,407 | -5.2% | 0.04% | -2.5% |
Q4 2023 | $473,257 | +2.2% | 5,705 | -10.4% | 0.04% | -9.1% |
Q3 2023 | $463,166 | +27.6% | 6,369 | +31.5% | 0.04% | +4.8% |
Q2 2023 | $363,012 | +7.3% | 4,843 | -6.7% | 0.04% | +5.0% |
Q1 2023 | $338,388 | +2.9% | 5,192 | -12.3% | 0.04% | -9.1% |
Q4 2022 | $328,819 | +15.8% | 5,918 | +16.5% | 0.04% | +2.3% |
Q3 2022 | $284,000 | -23.7% | 5,082 | +2.2% | 0.04% | -12.2% |
Q1 2022 | $372,000 | -20.7% | 4,972 | +73.5% | 0.05% | -21.0% |
Q4 2021 | $469,000 | -2.5% | 2,866 | -11.9% | 0.06% | -10.1% |
Q3 2021 | $481,000 | -15.3% | 3,254 | -16.4% | 0.07% | 0.0% |
Q2 2021 | $568,000 | -26.2% | 3,893 | -34.4% | 0.07% | -45.7% |
Q1 2021 | $770,000 | -29.6% | 5,937 | -30.3% | 0.13% | -44.8% |
Q4 2020 | $1,094,000 | -99.9% | 8,520 | +4.3% | 0.23% | -53.2% |
Q3 2020 | $979,631,000 | +13.3% | 8,167 | +0.1% | 0.49% | +2.3% |
Q2 2020 | $864,756,000 | +12618.9% | 8,155 | +9494.1% | 0.48% | +11900.0% |
Q1 2020 | $6,799,000 | -21.1% | 85 | 0.0% | 0.00% | -20.0% |
Q4 2019 | $8,612,000 | – | 85 | – | 0.01% | – |
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% |