SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 880 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.22 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $501,309 | +8.8% | 4,971 | 0.0% | 0.59% | -1.0% |
| Q1 2024 | $460,941 | +11.6% | 4,971 | -0.1% | 0.60% | -1.0% |
| Q4 2023 | $412,986 | +17.3% | 4,978 | +2.8% | 0.60% | +2.4% |
| Q3 2023 | $352,193 | -3.1% | 4,843 | -0.1% | 0.59% | -3.3% |
| Q2 2023 | $363,419 | +15.6% | 4,849 | +0.1% | 0.61% | +7.8% |
| Q1 2023 | $314,488 | +17.0% | 4,844 | +0.1% | 0.56% | +9.5% |
| Q4 2022 | $268,866 | +1.8% | 4,839 | +2.2% | 0.51% | -5.5% |
| Q3 2022 | $264,000 | -2.6% | 4,734 | +1.2% | 0.54% | +10.3% |
| Q2 2022 | $271,000 | -22.6% | 4,679 | +0.1% | 0.49% | -5.7% |
| Q1 2022 | $350,000 | – | 4,674 | – | 0.52% | – |
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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% |