SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 841 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.26 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $840,498 | -3.1% | 11,558 | -0.2% | 0.85% | -10.3% |
Q2 2023 | $867,771 | +5.3% | 11,578 | -8.5% | 0.94% | -2.0% |
Q1 2023 | $824,270 | +16.8% | 12,648 | -0.4% | 0.96% | +24.6% |
Q4 2022 | $705,501 | -21.0% | 12,698 | -20.6% | 0.77% | -15.5% |
Q3 2022 | $893,000 | -14.4% | 15,998 | -11.1% | 0.92% | -0.7% |
Q2 2022 | $1,043,000 | -25.0% | 17,992 | -3.3% | 0.92% | -11.9% |
Q1 2022 | $1,391,000 | -24.6% | 18,597 | +65.1% | 1.04% | -22.0% |
Q4 2021 | $1,845,000 | +3.3% | 11,266 | -6.6% | 1.34% | -7.4% |
Q3 2021 | $1,786,000 | +2.6% | 12,061 | +1.2% | 1.45% | +2.6% |
Q2 2021 | $1,740,000 | +5.2% | 11,922 | -6.5% | 1.41% | -25.1% |
Q1 2021 | $1,654,000 | -28.0% | 12,747 | -28.7% | 1.88% | -29.6% |
Q4 2020 | $2,297,000 | +5.7% | 17,887 | -5.3% | 2.67% | -1.8% |
Q3 2020 | $2,174,000 | -1.3% | 18,880 | -4.2% | 2.72% | -1.5% |
Q2 2020 | $2,203,000 | -37.1% | 19,709 | -55.2% | 2.76% | -36.7% |
Q1 2020 | $3,502,000 | -17.6% | 43,968 | -3.9% | 4.37% | -3.3% |
Q4 2019 | $4,250,000 | – | 45,742 | – | 4.52% | – |
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% |