SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 841 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.26 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $413,268 | -11.5% | 5,683 | -8.8% | 0.58% | -8.4% |
| Q2 2023 | $467,088 | +15.0% | 6,232 | 0.0% | 0.63% | -4.7% |
| Q1 2023 | $406,139 | +17.3% | 6,232 | 0.0% | 0.66% | -3.4% |
| Q4 2022 | $346,250 | -7.7% | 6,232 | -7.2% | 0.68% | +21.7% |
| Q3 2022 | $375,000 | -4.8% | 6,714 | -1.2% | 0.56% | -9.1% |
| Q2 2022 | $394,000 | -24.1% | 6,795 | -2.1% | 0.62% | +13.4% |
| Q1 2022 | $519,000 | -8.8% | 6,939 | +99.6% | 0.54% | +6.7% |
| Q4 2021 | $569,000 | – | 3,476 | – | 0.51% | – |
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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% |