SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 777 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.24 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,736,067 | +3.5% | 37,625 | +6.7% | 1.92% | +8.3% |
| Q2 2023 | $2,643,362 | +16.3% | 35,268 | +1.2% | 1.77% | +15.8% |
| Q1 2023 | $2,272,078 | -17.6% | 34,864 | -29.7% | 1.53% | -17.8% |
| Q4 2022 | $2,756,562 | -12.5% | 49,614 | -12.1% | 1.86% | -14.2% |
| Q3 2022 | $3,151,000 | +0.7% | 56,463 | +4.6% | 2.17% | +0.9% |
| Q2 2022 | $3,130,000 | -20.8% | 53,982 | +2.2% | 2.15% | -5.4% |
| Q1 2022 | $3,952,000 | +13.1% | 52,814 | +147.4% | 2.27% | +10.6% |
| Q4 2021 | $3,495,000 | – | 21,344 | – | 2.06% | – |
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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% |