SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 1,101 filers reported holding SCHWAB STRATEGIC TR in Q1 2024. The put-call ratio across all filers is 0.16 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $5,608,860 | +9.1% | 55,183 | -0.5% | 3.56% | +7.7% |
| Q1 2024 | $5,143,313 | +19.1% | 55,471 | +7.3% | 3.31% | -0.3% |
| Q4 2023 | $4,319,706 | +0.8% | 51,683 | -12.3% | 3.32% | -9.3% |
| Q3 2023 | $4,284,161 | -7.3% | 58,913 | -4.4% | 3.66% | -4.4% |
| Q2 2023 | $4,620,190 | +14.7% | 61,644 | -0.1% | 3.83% | +6.3% |
| Q1 2023 | $4,029,086 | +6.1% | 61,729 | -0.6% | 3.60% | +5.3% |
| Q4 2022 | $3,798,514 | +12.5% | 62,088 | +2.5% | 3.42% | -4.7% |
| Q3 2022 | $3,375,000 | -1.5% | 60,571 | +4.1% | 3.59% | +0.7% |
| Q2 2022 | $3,427,000 | -5.7% | 58,159 | +12.4% | 3.56% | +7.6% |
| Q1 2022 | $3,633,000 | -4.3% | 51,751 | +103.4% | 3.31% | -5.4% |
| Q4 2021 | $3,795,000 | – | 25,448 | – | 3.50% | – |
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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% |