SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 782 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $6,351 | +9.0% | 62,985 | +0.2% | 3.10% | +6.0% |
| Q1 2024 | $5,829 | +21.6% | 62,864 | +8.8% | 2.92% | +8.2% |
| Q4 2023 | $4,792 | +14.7% | 57,761 | +0.5% | 2.70% | -2.6% |
| Q3 2023 | $4,178 | -1.0% | 57,448 | +2.0% | 2.77% | +1.2% |
| Q2 2023 | $4,222 | +17.2% | 56,328 | +1.9% | 2.74% | +9.9% |
| Q1 2023 | $3,601 | +21.0% | 55,254 | +3.1% | 2.50% | +10.0% |
| Q4 2022 | $2,977 | -99.9% | 53,578 | +38.8% | 2.27% | +30.9% |
| Q3 2022 | $2,155,000 | +48.7% | 38,611 | +54.5% | 1.73% | +30.0% |
| Q2 2022 | $1,449,000 | -14.9% | 24,986 | +9.8% | 1.33% | -3.3% |
| Q1 2022 | $1,702,000 | +1.1% | 22,746 | +121.2% | 1.38% | -1.9% |
| Q4 2021 | $1,684,000 | – | 10,282 | – | 1.40% | – |
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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% |