SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 722 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.55 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $42,759 | -3.0% | 588 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $44,071 | -10.1% | 588 | -21.8% | 0.01% | -35.7% |
| Q1 2023 | $49,008 | -28.4% | 752 | -39.0% | 0.01% | -33.3% |
| Q4 2022 | $68,453 | -54.7% | 1,232 | -52.6% | 0.02% | -48.8% |
| Q2 2022 | $151,000 | -0.7% | 2,601 | +28.4% | 0.04% | +5.1% |
| Q1 2022 | $152,000 | -0.7% | 2,026 | +116.9% | 0.04% | +5.4% |
| Q4 2021 | $153,000 | +255.8% | 934 | +219.9% | 0.04% | +105.6% |
| Q3 2021 | $43,000 | -4.4% | 292 | -4.3% | 0.02% | +38.5% |
| Q2 2021 | $45,000 | -38.4% | 305 | -45.8% | 0.01% | -48.0% |
| Q1 2021 | $73,000 | +58.7% | 563 | +56.0% | 0.02% | -28.6% |
| Q4 2020 | $46,000 | – | 361 | – | 0.04% | – |
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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% |