SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 929 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 | ||||
---|---|---|---|---|---|---|
Q2 2024 | $9,671,565 | -3.4% | 95,910 | -11.2% | 2.78% | -2.4% |
Q1 2024 | $10,014,595 | -2.3% | 108,009 | -12.6% | 2.85% | -8.1% |
Q4 2023 | $10,250,538 | +13.5% | 123,560 | -0.5% | 3.10% | +1.9% |
Q3 2023 | $9,031,824 | -6.1% | 124,200 | -3.2% | 3.05% | -2.6% |
Q2 2023 | $9,614,062 | +13.8% | 128,273 | -1.1% | 3.13% | +8.5% |
Q1 2023 | $8,448,900 | – | 129,644 | – | 2.88% | – |
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% |