SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 849 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.26 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,264,237 | +18.0% | 42,287 | +8.5% | 1.75% | -4.9% |
| Q1 2024 | $3,613,962 | +19.5% | 38,977 | +6.9% | 1.84% | +10.3% |
| Q4 2023 | $3,023,672 | +22.7% | 36,447 | +7.5% | 1.67% | +20.4% |
| Q3 2023 | $2,464,721 | -4.8% | 33,893 | -1.9% | 1.38% | -3.8% |
| Q2 2023 | $2,588,688 | +27.4% | 34,539 | +10.7% | 1.44% | +16.7% |
| Q1 2023 | $2,032,691 | -2.5% | 31,191 | -16.9% | 1.23% | -5.2% |
| Q4 2022 | $2,085,016 | +0.5% | 37,527 | +0.9% | 1.30% | -7.5% |
| Q3 2022 | $2,075,397 | +1.5% | 37,187 | +5.4% | 1.40% | +5.3% |
| Q2 2022 | $2,045,506 | -11.1% | 35,273 | +14.7% | 1.33% | +1.5% |
| Q1 2022 | $2,300,948 | +115.5% | 30,753 | +371.6% | 1.31% | +128.9% |
| Q4 2021 | $1,067,788 | – | 6,521 | – | 0.57% | – |
Download | ||||||
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% |