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 | $2,501,235 | -2.9% | 34,396 | +0.1% | 0.67% | -1.2% |
| Q2 2023 | $2,576,522 | +9.2% | 34,376 | -5.1% | 0.68% | +2.9% |
| Q1 2023 | $2,360,356 | -0.8% | 36,219 | -13.4% | 0.66% | -9.4% |
| Q4 2022 | $2,379,566 | +52.1% | 41,831 | +49.3% | 0.73% | +34.9% |
| Q3 2022 | $1,564,000 | +63.9% | 28,015 | +70.3% | 0.54% | +58.5% |
| Q2 2022 | $954,000 | -20.6% | 16,452 | +2.9% | 0.34% | -20.7% |
| Q1 2022 | $1,202,000 | +168.3% | 15,983 | +484.6% | 0.43% | +121.1% |
| Q4 2021 | $448,000 | – | 2,734 | – | 0.19% | – |
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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% |