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 | $553,399 | -25.9% | 7,610 | -23.6% | 0.37% | -31.8% |
| Q2 2023 | $746,577 | +8.7% | 9,961 | -5.5% | 0.55% | +3.0% |
| Q1 2023 | $686,957 | -0.4% | 10,541 | -15.0% | 0.53% | -9.4% |
| Q4 2022 | $689,388 | +1.7% | 12,408 | +2.1% | 0.59% | -8.9% |
| Q3 2022 | $678,000 | -10.2% | 12,157 | -6.6% | 0.64% | -6.7% |
| Q2 2022 | $755,000 | -23.5% | 13,014 | -1.4% | 0.69% | +31.4% |
| Q1 2022 | $987,000 | -4.3% | 13,198 | +109.7% | 0.52% | +1.2% |
| Q4 2021 | $1,031,000 | – | 6,295 | – | 0.52% | – |
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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% |