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 | $16,381,050 | +13.8% | 162,446 | +4.6% | 2.50% | +15.7% |
| Q1 2024 | $14,398,441 | +16.1% | 155,289 | +3.9% | 2.16% | +10.6% |
| Q4 2023 | $12,400,612 | +202.3% | 149,477 | +165.0% | 1.96% | +156.2% |
| Q3 2023 | $4,101,844 | +20.7% | 56,406 | +24.4% | 0.76% | +21.7% |
| Q2 2023 | $3,398,233 | +48.2% | 45,340 | +28.8% | 0.63% | +40.9% |
| Q1 2023 | $2,293,332 | +216.1% | 35,190 | +169.5% | 0.44% | +189.0% |
| Q4 2022 | $725,558 | – | 13,059 | – | 0.15% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Triton Wealth Management, PLLC | 266,640 | $40,571,000 | 23.18% |
| Treybourne Wealth Planners, Inc. | 245,977 | $35,903,000 | 22.22% |
| Avantax Planning Partners, Inc. | 3,211,015 | $468,680,000 | 21.98% |
| Northern Capital Management, Inc. | 167,998 | $24,521,000 | 20.83% |
| Marquette Asset Management, LLC | 615,828 | $89,886,000 | 19.79% |
| Fund Evaluation Group, LLC | 1,362,748 | $198,907,000 | 19.20% |
| APPLETON GROUP, LLC | 162,960 | $23,786,000 | 18.26% |
| Mokosak Advisory Group, LLC | 281,257 | $41,065,000 | 17.25% |
| Reitz Capital Advisors LLC | 150,114 | $21,911,000 | 15.46% |
| Advisory Services & Investments, LLC | 141,715 | $20,685,000 | 15.07% |