SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 946 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.33 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,911,317 | +7.8% | 53,786 | +10.5% | 1.97% | +8.1% |
| Q2 2023 | $3,629,637 | +32.4% | 48,674 | +15.7% | 1.82% | +14.5% |
| Q1 2023 | $2,741,526 | +38.4% | 42,067 | +18.0% | 1.59% | +12.9% |
| Q4 2022 | $1,980,893 | +1.5% | 35,653 | +2.0% | 1.41% | -13.1% |
| Q3 2022 | $1,951,000 | +58.2% | 34,964 | +88.9% | 1.62% | +32.8% |
| Q2 2022 | $1,233,000 | – | 18,511 | – | 1.22% | – |
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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% |