SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 946 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.33 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $39,414 | -3.0% | 542 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $40,622 | +15.0% | 542 | 0.0% | 0.01% | +16.7% |
Q1 2023 | $35,322 | +17.3% | 542 | 0.0% | 0.01% | 0.0% |
Q4 2022 | $30,113 | +0.4% | 542 | 0.0% | 0.01% | 0.0% |
Q3 2022 | $30,000 | -3.2% | 542 | 0.0% | 0.01% | 0.0% |
Q2 2022 | $31,000 | -24.4% | 542 | 0.0% | 0.01% | -14.3% |
Q1 2022 | $41,000 | +5.1% | 542 | +100.0% | 0.01% | 0.0% |
Q4 2021 | $39,000 | -2.5% | 271 | 0.0% | 0.01% | 0.0% |
Q3 2021 | $40,000 | 0.0% | 271 | 0.0% | 0.01% | 0.0% |
Q2 2021 | $40,000 | -4.8% | 271 | -16.9% | 0.01% | -12.5% |
Q1 2021 | $42,000 | – | 326 | – | 0.01% | – |
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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% |