SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 1,067 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is 0.20 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $794,393 | -3.0% | 10,924 | 0.0% | 0.46% | -0.4% |
Q2 2023 | $818,754 | +15.0% | 10,924 | 0.0% | 0.46% | +8.3% |
Q1 2023 | $711,917 | +17.3% | 10,924 | 0.0% | 0.42% | +9.3% |
Q4 2022 | $606,937 | -0.5% | 10,924 | 0.0% | 0.39% | -15.7% |
Q3 2022 | $610,000 | -3.6% | 10,924 | 0.0% | 0.46% | -1.1% |
Q2 2022 | $633,000 | -7.9% | 10,924 | +19.0% | 0.46% | +1.5% |
Q1 2022 | $687,000 | -8.5% | 9,178 | +100.0% | 0.46% | -10.9% |
Q4 2021 | $751,000 | – | 4,589 | – | 0.51% | – |
Download |
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% |