SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 777 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.24 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,757,648 | +12.3% | 120,430 | +15.7% | 8.37% | +9.2% |
| Q2 2023 | $7,800,877 | +17.2% | 104,081 | +1.9% | 7.67% | +4.5% |
| Q1 2023 | $6,657,368 | +16.3% | 102,154 | -0.8% | 7.34% | +6.8% |
| Q4 2022 | $5,721,959 | +29.6% | 102,987 | +30.2% | 6.87% | +33.0% |
| Q3 2022 | $4,416,000 | +6.7% | 79,110 | +10.8% | 5.16% | +30.5% |
| Q2 2022 | $4,140,000 | +1.9% | 71,388 | +31.5% | 3.96% | +25.6% |
| Q1 2022 | $4,062,000 | -10.8% | 54,294 | +95.2% | 3.15% | +0.3% |
| Q4 2021 | $4,555,000 | – | 27,819 | – | 3.14% | – |
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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% |