SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 778 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.25 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,208,055 | +41.6% | 140,375 | +46.0% | 3.82% | +12.1% |
| Q2 2023 | $7,208,243 | -9.8% | 96,174 | -21.6% | 3.41% | +5.6% |
| Q1 2023 | $7,994,082 | +28.0% | 122,665 | +9.1% | 3.23% | +23.6% |
| Q4 2022 | $6,247,771 | +15.1% | 112,451 | +15.6% | 2.61% | +2.3% |
| Q3 2022 | $5,426,000 | +40.6% | 97,236 | +46.1% | 2.55% | +41.9% |
| Q2 2022 | $3,860,000 | +3.4% | 66,561 | +33.4% | 1.80% | +13.9% |
| Q1 2022 | $3,734,000 | +1.8% | 49,901 | +122.7% | 1.58% | +7.9% |
| Q4 2021 | $3,669,000 | +34.4% | 22,405 | +21.6% | 1.46% | +16.9% |
| Q3 2021 | $2,730,000 | +54.2% | 18,431 | +52.0% | 1.25% | +56.3% |
| Q2 2021 | $1,770,000 | – | 12,126 | – | 0.80% | – |
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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% |