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 | $629,279 | +47.2% | 6,240 | +35.4% | 0.02% | +41.7% |
| Q1 2024 | $427,473 | -21.3% | 4,610 | -29.6% | 0.01% | -25.0% |
| Q4 2023 | $543,295 | -20.7% | 6,549 | -30.4% | 0.02% | -30.4% |
| Q3 2023 | $684,692 | -1.0% | 9,415 | +2.0% | 0.02% | -54.0% |
| Q2 2023 | $691,653 | +227.8% | 9,228 | +227.8% | 0.05% | +212.5% |
| Q1 2022 | $211,000 | -6.6% | 2,815 | +104.0% | 0.02% | 0.0% |
| Q4 2021 | $226,000 | – | 1,380 | – | 0.02% | – |
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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% |