SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 690 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.18 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $857,005 | -3.0% | 11,785 | 0.0% | 0.11% | +0.9% |
| Q2 2023 | $883,286 | +15.0% | 11,785 | 0.0% | 0.11% | +7.8% |
| Q1 2023 | $768,028 | +17.3% | 11,785 | 0.0% | 0.10% | +10.9% |
| Q4 2022 | $654,775 | -0.5% | 11,785 | 0.0% | 0.09% | -14.0% |
| Q3 2022 | $658,000 | -3.7% | 11,785 | 0.0% | 0.11% | +0.9% |
| Q2 2022 | $683,000 | -17.3% | 11,785 | +6.8% | 0.11% | -8.6% |
| Q1 2022 | $826,000 | +0.6% | 11,035 | +120.0% | 0.12% | 0.0% |
| Q4 2021 | $821,000 | +15.6% | 5,015 | +4.6% | 0.12% | +4.5% |
| Q3 2021 | $710,000 | +1.4% | 4,795 | 0.0% | 0.11% | +0.9% |
| Q2 2021 | $700,000 | +15.5% | 4,795 | +2.7% | 0.11% | +11.1% |
| Q1 2021 | $606,000 | +1.0% | 4,670 | 0.0% | 0.10% | -7.5% |
| Q4 2020 | $600,000 | +11.5% | 4,670 | 0.0% | 0.11% | +5.9% |
| Q3 2020 | $538,000 | +89.4% | 4,670 | +66.8% | 0.10% | +74.1% |
| Q2 2020 | $284,000 | – | 2,800 | – | 0.06% | – |
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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% |