SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 829 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.75 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $254,985 | -7.9% | 3,506 | -5.0% | 0.04% | -8.5% |
| Q2 2023 | $276,743 | +21.8% | 3,692 | +5.9% | 0.05% | +17.5% |
| Q1 2023 | $227,138 | +11.3% | 3,485 | -5.1% | 0.04% | +2.6% |
| Q4 2022 | $204,143 | +1.6% | 3,674 | +1.9% | 0.04% | +5.4% |
| Q3 2022 | $201,000 | -3.8% | 3,606 | -0.1% | 0.04% | -2.6% |
| Q2 2022 | $209,000 | +167.9% | 3,611 | +247.9% | 0.04% | +11.8% |
| Q1 2022 | $78,000 | -23.5% | 1,038 | +66.1% | 0.03% | -22.7% |
| Q4 2021 | $102,000 | – | 625 | – | 0.04% | – |
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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% |