SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 1,101 filers reported holding SCHWAB STRATEGIC TR in Q1 2024. The put-call ratio across all filers is 0.16 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $23,747,188 | +14.9% | 227,507 | +2.2% | 5.79% | +0.1% |
| Q1 2024 | $20,659,910 | +18.5% | 222,627 | +4.4% | 5.79% | +11.8% |
| Q4 2023 | $17,431,859 | +19.8% | 213,338 | +7.2% | 5.18% | +16.5% |
| Q3 2023 | $14,548,932 | +21.0% | 199,081 | +22.8% | 4.44% | -3.9% |
| Q2 2023 | $12,026,653 | +10.7% | 162,106 | -3.3% | 4.62% | +3.6% |
| Q1 2023 | $10,867,047 | +7.3% | 167,598 | +1.2% | 4.46% | +5.3% |
| Q4 2022 | $10,128,912 | – | 165,559 | – | 4.24% | – |
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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% |