SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 829 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.75 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $89,804,434 | -5.7% | 1,234,934 | -2.8% | 23.89% | -3.1% |
Q2 2023 | $95,252,205 | +5.3% | 1,270,877 | -8.4% | 24.66% | +6.4% |
Q1 2023 | $90,428,403 | +22.8% | 1,387,577 | +4.7% | 23.18% | +9.9% |
Q4 2022 | $73,640,226 | +28.3% | 1,325,418 | +28.9% | 21.09% | +4.9% |
Q3 2022 | $57,399,000 | +9.0% | 1,028,476 | +13.2% | 20.11% | +9.5% |
Q2 2022 | $52,672,000 | -24.6% | 908,291 | -2.8% | 18.37% | -11.1% |
Q1 2022 | $69,889,000 | -7.7% | 934,094 | +101.9% | 20.67% | -20.2% |
Q4 2021 | $75,746,000 | – | 462,573 | – | 25.89% | – |
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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% |