SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 1,101 filers reported holding SCHWAB STRATEGIC TR in Q1 2024. The put-call ratio across all filers is 0.16 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $684,300 | +6.6% | 6,786 | -2.0% | 0.02% | +5.0% |
Q1 2024 | $641,715 | +14.0% | 6,921 | +2.0% | 0.02% | 0.0% |
Q4 2023 | $562,966 | +14.1% | 6,786 | 0.0% | 0.02% | +5.3% |
Q3 2023 | $493,477 | -3.0% | 6,786 | 0.0% | 0.02% | 0.0% |
Q2 2023 | $508,610 | +15.0% | 6,786 | 0.0% | 0.02% | +5.6% |
Q1 2023 | $442,243 | +17.3% | 6,786 | 0.0% | 0.02% | +12.5% |
Q4 2022 | $377,030 | -0.5% | 6,786 | 0.0% | 0.02% | -11.1% |
Q3 2022 | $379,000 | -3.8% | 6,786 | 0.0% | 0.02% | +5.9% |
Q2 2022 | $394,000 | -52.1% | 6,786 | -38.3% | 0.02% | -46.9% |
Q1 2022 | $822,000 | +151.4% | 10,992 | +450.4% | 0.03% | +166.7% |
Q4 2021 | $327,000 | +10.5% | 1,997 | 0.0% | 0.01% | 0.0% |
Q3 2021 | $296,000 | +1.7% | 1,997 | 0.0% | 0.01% | 0.0% |
Q2 2021 | $291,000 | – | 1,997 | – | 0.01% | – |
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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% |