SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 809 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.58 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $2,541,634 | +26.8% | 33,911 | +10.3% | 1.56% | +22.7% |
| Q1 2023 | $2,004,211 | +12.8% | 30,754 | -3.9% | 1.27% | +8.1% |
| Q4 2022 | $1,777,265 | -16.4% | 31,988 | -16.1% | 1.18% | -24.7% |
| Q3 2022 | $2,127,037 | -2.2% | 38,112 | +1.6% | 1.56% | +2.3% |
| Q2 2022 | $2,175,356 | -25.8% | 37,513 | -4.2% | 1.53% | -25.0% |
| Q1 2022 | $2,930,781 | -8.4% | 39,171 | +100.6% | 2.04% | -6.1% |
| Q4 2021 | $3,197,912 | +8.9% | 19,529 | -1.5% | 2.17% | -2.3% |
| Q3 2021 | $2,937,415 | -3.1% | 19,835 | -4.5% | 2.22% | -7.3% |
| Q2 2021 | $3,032,129 | +9.4% | 20,774 | -2.7% | 2.40% | -9.4% |
| Q1 2021 | $2,771,054 | -0.7% | 21,352 | -1.8% | 2.65% | -14.0% |
| Q4 2020 | $2,790,715 | – | 21,733 | – | 3.08% | – |
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% |