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 | $12,969,681 | +79.0% | 178,352 | +84.4% | 0.18% | +83.8% |
| Q2 2023 | $7,247,360 | -5.9% | 96,696 | -18.2% | 0.10% | -13.2% |
| Q1 2023 | $7,702,027 | +20.9% | 118,184 | +3.1% | 0.11% | +11.8% |
| Q4 2022 | $6,368,223 | -47.2% | 114,619 | -47.0% | 0.10% | -51.2% |
| Q3 2022 | $12,063,589 | +6.1% | 216,159 | +10.3% | 0.21% | -1.9% |
| Q2 2022 | $11,366,000 | -40.4% | 196,006 | -23.1% | 0.21% | -32.8% |
| Q1 2022 | $19,058,000 | – | 254,726 | – | 0.32% | – |
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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% |