SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 849 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $222,775 | +0.8% | 2,209 | -7.3% | 0.05% | +2.1% |
| Q1 2024 | $221,062 | +5.5% | 2,384 | -5.6% | 0.05% | -2.1% |
| Q4 2023 | $209,573 | -17.0% | 2,526 | -27.2% | 0.05% | -28.4% |
| Q3 2023 | $252,353 | -5.3% | 3,470 | -2.4% | 0.07% | -5.6% |
| Q2 2023 | $266,363 | +0.9% | 3,554 | -12.3% | 0.07% | -4.1% |
| Q1 2023 | $263,974 | +24.0% | 4,051 | +5.7% | 0.07% | +15.6% |
| Q4 2022 | $212,916 | – | 3,832 | – | 0.06% | – |
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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% |