SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 1,101 filers reported holding SCHWAB STRATEGIC TR in Q1 2024. The put-call ratio across all filers is 0.16 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $18,582,761 | +6.4% | 184,280 | -2.2% | 11.96% | +9.7% |
| Q1 2024 | $17,462,761 | +6.0% | 188,339 | -5.2% | 10.90% | -0.8% |
| Q4 2023 | $16,478,069 | +15.2% | 198,627 | +1.0% | 10.99% | +4.2% |
| Q3 2023 | $14,304,818 | -9.2% | 196,711 | -6.4% | 10.55% | -0.9% |
| Q2 2023 | $15,757,304 | +27.3% | 210,238 | +10.7% | 10.64% | +17.6% |
| Q1 2023 | $12,378,314 | +50.3% | 189,939 | +28.2% | 9.05% | +32.3% |
| Q4 2022 | $8,233,346 | – | 148,188 | – | 6.84% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 41,138 | $28,356,000 | 27.57% |
| Marquette Asset Management, LLC | 875,363 | $60,339,000 | 23.22% |
| Reitz Capital Advisors LLC | 226,168 | $15,590,000 | 18.84% |
| Avantax Planning Partners, Inc. | 3,576,720 | $246,543,000 | 18.59% |
| Fund Evaluation Group, LLC | 935,445 | $64,480,000 | 16.07% |
| HHM Wealth Advisors, LLC | 247,885 | $17,087,000 | 12.52% |
| PIERSHALE FINANCIAL GROUP, INC. | 290,182 | $20,002,000 | 12.14% |
| Krilogy Financial LLC | 555,820 | $38,313,000 | 10.56% |
| Harborview Advisors, LLC | 126,609 | $8,727,000 | 10.22% |
| Denver PWM, LLC | 185,867 | $14,035,000 | 10.06% |