SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 782 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.24 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $5,202,941 | +29.6% | 51,596 | +19.2% | 0.08% | +23.9% |
| Q1 2024 | $4,014,312 | +31.2% | 43,295 | +17.4% | 0.07% | +19.6% |
| Q4 2023 | $3,059,980 | +74.2% | 36,885 | +52.7% | 0.06% | +55.6% |
| Q3 2023 | $1,756,842 | +42.2% | 24,159 | +46.6% | 0.04% | +44.0% |
| Q2 2023 | $1,235,176 | +95.3% | 16,480 | +69.8% | 0.02% | +92.3% |
| Q1 2023 | $632,540 | +23.1% | 9,706 | +5.0% | 0.01% | +8.3% |
| Q4 2022 | $513,819 | +62.1% | 9,248 | +62.8% | 0.01% | +71.4% |
| Q3 2022 | $317,000 | -2.5% | 5,682 | +1.4% | 0.01% | 0.0% |
| Q2 2022 | $325,000 | -22.4% | 5,602 | 0.0% | 0.01% | -12.5% |
| Q1 2022 | $419,000 | -64.2% | 5,602 | -21.7% | 0.01% | -60.0% |
| Q4 2021 | $1,172,000 | – | 7,158 | – | 0.02% | – |
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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% |