SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 694 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.18 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $596,093 | -8.9% | 5,911 | -16.3% | 0.02% | +75.0% |
| Q1 2024 | $654,408 | +13.7% | 7,058 | +4.9% | 0.01% | -36.8% |
| Q4 2023 | $575,657 | +22.3% | 6,730 | +4.0% | 0.02% | +5.6% |
| Q3 2023 | $470,789 | +0.8% | 6,474 | +3.8% | 0.02% | +5.9% |
| Q2 2023 | $467,246 | +23.8% | 6,234 | +7.6% | 0.02% | +13.3% |
| Q1 2023 | $377,482 | +219366.3% | 5,792 | +86.7% | 0.02% | +50.0% |
| Q4 2022 | $172 | -99.9% | 3,102 | +1.9% | 0.01% | 0.0% |
| Q3 2022 | $170,000 | -40.6% | 3,044 | -38.3% | 0.01% | -16.7% |
| Q2 2022 | $286,000 | -52.6% | 4,937 | -38.7% | 0.01% | -25.0% |
| Q1 2022 | $603,000 | -12.7% | 8,058 | +91.0% | 0.02% | +6.7% |
| Q4 2021 | $691,000 | +5.5% | 4,218 | -4.7% | 0.02% | -11.8% |
| Q3 2021 | $655,000 | +7.2% | 4,426 | +5.8% | 0.02% | 0.0% |
| Q2 2021 | $611,000 | -15.1% | 4,182 | -24.6% | 0.02% | -10.5% |
| Q1 2021 | $720,000 | – | 5,547 | – | 0.02% | – |
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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% |