SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 809 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.58 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $373,999 | +33.3% | 5,143 | +37.4% | 0.15% | +32.7% |
| Q2 2023 | $280,538 | +15.5% | 3,743 | +0.4% | 0.11% | +10.0% |
| Q1 2023 | $242,954 | +5.9% | 3,728 | -9.7% | 0.10% | -2.9% |
| Q4 2022 | $229,352 | -55.2% | 4,128 | -55.0% | 0.10% | -59.6% |
| Q3 2022 | $512,000 | +40.3% | 9,174 | +45.9% | 0.26% | +61.4% |
| Q2 2022 | $365,000 | -45.1% | 6,289 | -29.2% | 0.16% | -37.8% |
| Q1 2022 | $665,000 | -56.9% | 8,888 | -5.6% | 0.25% | -58.2% |
| Q4 2021 | $1,542,000 | -26.0% | 9,419 | -33.1% | 0.61% | -32.3% |
| Q3 2021 | $2,085,000 | -23.1% | 14,080 | -24.2% | 0.90% | -22.5% |
| Q2 2021 | $2,710,000 | -31.3% | 18,569 | -38.9% | 1.16% | -39.9% |
| Q1 2021 | $3,946,000 | -48.4% | 30,405 | -48.9% | 1.93% | -54.7% |
| Q4 2020 | $7,644,000 | – | 59,526 | – | 4.25% | – |
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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% |