SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 880 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.22 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $203,978 | +8.8% | 2,023 | 0.0% | 0.10% | +3.2% |
| Q1 2024 | $187,553 | +23.9% | 2,023 | -2.8% | 0.09% | +3.3% |
| Q4 2023 | $151,422 | 0.0% | 2,082 | 0.0% | 0.09% | -30.5% |
| Q3 2023 | $151,422 | -5.6% | 2,082 | -2.7% | 0.13% | -3.0% |
| Q2 2023 | $160,393 | +12.3% | 2,140 | -2.4% | 0.14% | +3.1% |
| Q1 2023 | $142,853 | – | 2,192 | – | 0.13% | – |
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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% |