SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 922 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.34 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $278,509 | -1.4% | 3,830 | +1.6% | 0.32% | -0.3% |
| Q2 2023 | $282,381 | -4.9% | 3,768 | -17.3% | 0.32% | -5.6% |
| Q1 2023 | $296,990 | +4.3% | 4,557 | -11.0% | 0.34% | +0.3% |
| Q4 2022 | $284,662 | +22.7% | 5,123 | +23.3% | 0.34% | -7.7% |
| Q3 2022 | $232,000 | -2.5% | 4,154 | +1.1% | 0.37% | +26.2% |
| Q2 2022 | $238,000 | -18.2% | 4,110 | +5.8% | 0.29% | -19.9% |
| Q1 2022 | $291,000 | – | 3,886 | – | 0.36% | – |
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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% |