SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 1,139 filers reported holding SCHWAB STRATEGIC TR in Q2 2024. The put-call ratio across all filers is 0.29 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $7,457,996 | +7.3% | 73,959 | -1.3% | 3.35% | +3.1% |
| Q1 2024 | $6,949,522 | +9.5% | 74,952 | -2.0% | 3.25% | +4.7% |
| Q4 2023 | $6,346,562 | +9.9% | 76,502 | -3.7% | 3.10% | -5.2% |
| Q3 2023 | $5,776,623 | -4.7% | 79,437 | -1.8% | 3.27% | -3.3% |
| Q2 2023 | $6,062,339 | +12.2% | 80,885 | -2.5% | 3.39% | +2.8% |
| Q1 2023 | $5,404,449 | – | 82,928 | – | 3.29% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Triton Wealth Management, PLLC | 266,640 | $40,571,000 | 23.18% |
| Treybourne Wealth Planners, Inc. | 245,977 | $35,903,000 | 22.22% |
| Avantax Planning Partners, Inc. | 3,211,015 | $468,680,000 | 21.98% |
| Northern Capital Management, Inc. | 167,998 | $24,521,000 | 20.83% |
| Marquette Asset Management, LLC | 615,828 | $89,886,000 | 19.79% |
| Fund Evaluation Group, LLC | 1,362,748 | $198,907,000 | 19.20% |
| APPLETON GROUP, LLC | 162,960 | $23,786,000 | 18.26% |
| Mokosak Advisory Group, LLC | 281,257 | $41,065,000 | 17.25% |
| Reitz Capital Advisors LLC | 150,114 | $21,911,000 | 15.46% |
| Advisory Services & Investments, LLC | 141,715 | $20,685,000 | 15.07% |