SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 872 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.22 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $248,853 | -2.9% | 3,422 | +0.1% | 0.06% | +3.3% |
| Q2 2023 | $256,188 | +15.1% | 3,418 | +0.1% | 0.06% | +9.1% |
| Q1 2023 | $222,486 | +27.3% | 3,414 | +8.6% | 0.06% | +17.0% |
| Q4 2022 | $174,717 | -7.6% | 3,145 | -7.1% | 0.05% | -17.5% |
| Q3 2022 | $189,000 | +5.0% | 3,387 | +8.8% | 0.06% | +7.5% |
| Q2 2022 | $180,000 | -4.3% | 3,114 | +23.9% | 0.05% | +15.2% |
| Q1 2022 | $188,000 | +9300.0% | 2,513 | +13861.1% | 0.05% | – |
| Q4 2021 | $2,000 | -77.8% | 18 | -71.0% | 0.00% | -100.0% |
| Q2 2021 | $9,000 | +12.5% | 62 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $8,000 | +100.0% | 62 | +77.1% | 0.00% | +100.0% |
| Q4 2020 | $4,000 | – | 35 | – | 0.00% | – |
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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% |