SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 778 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.25 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,318,110 | -4.4% | 45,629 | -1.5% | 2.18% | -3.4% |
| Q2 2023 | $3,470,893 | +1.2% | 46,309 | -12.0% | 2.26% | +6.1% |
| Q1 2023 | $3,428,647 | +11.4% | 52,611 | -5.0% | 2.12% | +4.9% |
| Q4 2022 | $3,077,120 | +199.9% | 55,384 | +201.1% | 2.02% | +177.4% |
| Q3 2022 | $1,026,000 | +9.9% | 18,395 | +14.1% | 0.73% | +2.0% |
| Q2 2022 | $934,000 | -6.0% | 16,115 | +21.3% | 0.72% | +4.1% |
| Q1 2022 | $994,000 | -14.5% | 13,287 | +87.2% | 0.69% | -12.5% |
| Q4 2021 | $1,163,000 | +10.3% | 7,097 | -0.3% | 0.79% | -14.9% |
| Q3 2021 | $1,054,000 | +3.1% | 7,116 | +1.6% | 0.92% | -11.9% |
| Q2 2021 | $1,022,000 | – | 7,004 | – | 1.05% | – |
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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% |