SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 929 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.34 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $116,470 | -45.2% | 1,155 | -49.6% | 0.01% | -46.2% |
| Q1 2024 | $212,466 | -25.6% | 2,291 | -33.4% | 0.03% | -39.5% |
| Q4 2023 | $285,502 | +12.0% | 3,441 | -1.9% | 0.04% | 0.0% |
| 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 ↓ |
|---|---|---|---|
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 41,138 | $28,356,000 | 27.57% |
| Marquette Asset Management, LLC | 875,363 | $60,339,000 | 23.22% |
| Reitz Capital Advisors LLC | 226,168 | $15,590,000 | 18.84% |
| Avantax Planning Partners, Inc. | 3,576,720 | $246,543,000 | 18.59% |
| Fund Evaluation Group, LLC | 935,445 | $64,480,000 | 16.07% |
| HHM Wealth Advisors, LLC | 247,885 | $17,087,000 | 12.52% |
| PIERSHALE FINANCIAL GROUP, INC. | 290,182 | $20,002,000 | 12.14% |
| Krilogy Financial LLC | 555,820 | $38,313,000 | 10.56% |
| Harborview Advisors, LLC | 126,609 | $8,727,000 | 10.22% |
| Denver PWM, LLC | 185,867 | $14,035,000 | 10.06% |