SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 829 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.75 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $392,296 | +4.7% | 5,395 | +7.9% | 0.28% | +7.3% |
| Q2 2023 | $374,794 | +18.7% | 5,001 | +3.2% | 0.26% | -18.0% |
| Q1 2023 | $315,667 | +43.8% | 4,844 | +22.6% | 0.32% | +38.4% |
| Q4 2022 | $219,498 | -15.9% | 3,951 | +13.1% | 0.23% | -23.7% |
| Q1 2022 | $261,000 | -8.4% | 3,493 | +100.6% | 0.30% | -8.0% |
| Q4 2021 | $285,000 | +36.4% | 1,741 | +23.5% | 0.33% | +82.1% |
| Q3 2021 | $209,000 | -1.9% | 1,410 | -3.6% | 0.18% | -2.7% |
| Q2 2021 | $213,000 | – | 1,462 | – | 0.18% | – |
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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% |