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 | $2,516,675 | +2.3% | 25,200 | -5.0% | 2.19% | -7.9% |
| Q1 2024 | $2,459,479 | +7.6% | 26,526 | -3.7% | 2.38% | -8.5% |
| Q4 2023 | $2,285,142 | +12.1% | 27,545 | -1.7% | 2.60% | +3.1% |
| Q3 2023 | $2,037,780 | -10.3% | 28,022 | -7.5% | 2.52% | -17.5% |
| Q2 2023 | $2,271,273 | +13.3% | 30,304 | -1.5% | 3.06% | +6.4% |
| Q1 2023 | $2,005,065 | +15.3% | 30,767 | -1.7% | 2.88% | +7.2% |
| Q4 2022 | $1,738,548 | -14.6% | 31,291 | +0.7% | 2.68% | -11.9% |
| Q2 2022 | $2,036,000 | -16.0% | 31,084 | -4.1% | 3.04% | -7.0% |
| Q1 2022 | $2,424,000 | -16.0% | 32,403 | +83.8% | 3.27% | -12.0% |
| Q4 2021 | $2,887,000 | +3.5% | 17,632 | -6.4% | 3.72% | -4.2% |
| Q3 2021 | $2,789,000 | +1.8% | 18,836 | +0.4% | 3.88% | +0.2% |
| Q2 2021 | $2,740,000 | +11.4% | 18,770 | -1.0% | 3.88% | +0.6% |
| Q1 2021 | $2,460,000 | – | 18,958 | – | 3.85% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| APPLETON GROUP, LLC | 325,369 | $21,204,298 | 41.34% |
| Thrive Wealth Management, LLC | 1,387,577 | $90,428,403 | 23.18% |
| Fund Evaluation Group, LLC | 3,052,438 | $198,927 | 21.52% |
| Northern Capital Management, Inc. | 357,229 | $23,280,588 | 19.95% |
| Transparent Wealth Partners LLC | 414,629 | $27,021,353 | 19.75% |
| Marquette Asset Management, LLC | 1,139,407 | $74,255,163 | 19.73% |
| Financial Advisors, LLC | 947,003 | $61,716,196 | 15.63% |
| Legacy Financial Strategies, LLC | 645,728 | $42,082,112 | 15.60% |
| Avantax Planning Partners, Inc. | 5,629,421 | $366,869,397 | 14.90% |
| Aspen Wealth Strategies, LLC | 292,072 | $19,034,302 | 14.76% |