SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 880 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 | ||||
---|---|---|---|---|---|---|
Q2 2024 | $448,723 | +22.5% | 4,294 | +2.0% | 0.11% | +0.9% |
Q1 2024 | $366,351 | -2.4% | 4,209 | -6.2% | 0.11% | -8.5% |
Q4 2023 | $375,203 | +6.5% | 4,487 | -4.1% | 0.12% | +5.4% |
Q3 2023 | $352,339 | -9.0% | 4,681 | -7.3% | 0.11% | -8.3% |
Q2 2023 | $387,107 | +1.1% | 5,049 | -14.5% | 0.12% | -8.3% |
Q1 2023 | $382,751 | +14.7% | 5,903 | -0.4% | 0.13% | +7.3% |
Q4 2022 | $333,696 | – | 5,925 | – | 0.12% | – |
Download |
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% |