SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 872 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $27,456,257 | +1220.5% | 377,558 | +1001.7% | 13.45% | +383.7% |
| Q2 2023 | $2,079,204 | -63.8% | 34,272 | -61.1% | 2.78% | +22.1% |
| Q1 2023 | $5,746,032 | +54618.9% | 88,065 | +46495.2% | 2.28% | +56800.0% |
| Q4 2022 | $10,501 | -44.7% | 189 | -44.6% | 0.00% | -42.9% |
| Q3 2022 | $19,000 | -70.3% | 341 | -68.9% | 0.01% | -94.4% |
| Q2 2022 | $64,000 | -99.8% | 1,095 | -99.7% | 0.12% | -98.3% |
| Q1 2022 | $27,585,000 | +1230.7% | 368,686 | +2811.8% | 7.24% | +1425.1% |
| Q4 2021 | $2,073,000 | – | 12,662 | – | 0.48% | – |
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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% |