SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 783 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $11,839,110 | -4.4% | 117,405 | -12.1% | 12.85% | +4.2% |
| Q1 2024 | $12,390,007 | +10.8% | 133,628 | -0.9% | 12.34% | +4.2% |
| Q4 2023 | $11,182,840 | +252.4% | 134,798 | +137.1% | 11.84% | +100.7% |
| Q3 2022 | $3,173,000 | +19.0% | 56,862 | +23.7% | 5.90% | +36.3% |
| Q2 2022 | $2,667,000 | -23.7% | 45,983 | -1.5% | 4.33% | -8.2% |
| Q1 2022 | $3,494,000 | -51.0% | 46,703 | +7.3% | 4.72% | -47.7% |
| Q4 2021 | $7,125,000 | – | 43,513 | – | 9.02% | – |
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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% |