SYM FINANCIAL Corp - SCHWAB STRATEGIC TR ownership

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
SYM FINANCIAL Corp ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$1,803,191
+1138.2%
24,796
+1176.2%
0.32%
+966.7%
Q2 2023$145,628
+15.0%
1,9430.0%0.03%
+7.1%
Q1 2023$126,625
+9.7%
1,943
-6.5%
0.03%
+3.7%
Q4 2022$115,398
+2.1%
2,077
+2.6%
0.03%
-50.9%
Q3 2022$113,0000.0%2,025
+4.2%
0.06%
+3.8%
Q2 2022$113,000
-64.1%
1,943
-53.9%
0.05%
-60.7%
Q1 2022$315,000
-6.2%
4,216
+105.3%
0.14%
+3.1%
Q4 2021$336,000
+10.5%
2,0540.0%0.13%
-26.4%
Q3 2021$304,000
+1.3%
2,0540.0%0.18%
+4.1%
Q2 2021$300,000
+12.4%
2,0540.0%0.17%
+11.0%
Q1 2021$267,000
-2.2%
2,054
-3.3%
0.15%
-23.0%
Q4 2020$273,0002,1230.20%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2023
NameSharesValueWeighting ↓
Northern Capital Management, Inc. 473,084$34,402,69132.12%
Thrive Wealth Management, LLC 1,234,934$89,804,43423.89%
Marquette Asset Management, LLC 1,090,081$79,270,70018.80%
Financial Advisors, LLC 922,244$67,065,55616.60%
Legacy Financial Strategies, LLC 649,549$49,554,13015.93%
Fund Evaluation Group, LLC 2,440,415$177,46715.77%
Avantax Planning Partners, Inc. 5,132,324$373,222,60315.61%
Triton Wealth Management, PLLC 310,011$23,179,00615.59%
Aspen Wealth Strategies, LLC 250,439$18,214,79214.21%
HHM Wealth Advisors, LLC 967,878$70,384,08713.75%
View complete list of SCHWAB STRATEGIC TR shareholders