SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 1,139 filers reported holding SCHWAB STRATEGIC TR in Q2 2024. The put-call ratio across all filers is 0.29 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $246 | +5.6% | 2,444 | -2.7% | 0.09% | +3.6% |
Q1 2024 | $233 | +12.0% | 2,512 | 0.0% | 0.08% | 0.0% |
Q4 2023 | $208 | -99.9% | 2,512 | -14.5% | 0.08% | -9.7% |
Q1 2022 | $220,000 | -54.5% | 2,938 | -0.6% | 0.09% | -13.9% |
Q4 2021 | $484,000 | +121.0% | 2,956 | +100.0% | 0.11% | +2.9% |
Q3 2021 | $219,000 | +0.5% | 1,478 | -1.1% | 0.10% | +1.9% |
Q2 2021 | $218,000 | – | 1,495 | – | 0.10% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 41,138 | $28,356,000 | 27.57% |
Marquette Asset Management, LLC | 875,363 | $60,339,000 | 23.22% |
Reitz Capital Advisors LLC | 226,168 | $15,590,000 | 18.84% |
Avantax Planning Partners, Inc. | 3,576,720 | $246,543,000 | 18.59% |
Fund Evaluation Group, LLC | 935,445 | $64,480,000 | 16.07% |
HHM Wealth Advisors, LLC | 247,885 | $17,087,000 | 12.52% |
PIERSHALE FINANCIAL GROUP, INC. | 290,182 | $20,002,000 | 12.14% |
Krilogy Financial LLC | 555,820 | $38,313,000 | 10.56% |
Harborview Advisors, LLC | 126,609 | $8,727,000 | 10.22% |
Denver PWM, LLC | 185,867 | $14,035,000 | 10.06% |