SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 809 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.58 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $405,652 | +161.7% | 5,579 | +169.8% | 0.01% | +33.3% |
| Q2 2023 | $154,991 | +0.9% | 2,068 | -12.3% | 0.01% | -18.2% |
| Q1 2023 | $153,614 | +17.4% | 2,357 | +0.1% | 0.01% | +10.0% |
| Q4 2022 | $130,851 | +50.4% | 2,355 | +50.6% | 0.01% | +25.0% |
| Q3 2022 | $87,000 | +141.7% | 1,564 | +150.6% | 0.01% | +166.7% |
| Q2 2022 | $36,000 | -23.4% | 624 | +0.2% | 0.00% | 0.0% |
| Q1 2022 | $47,000 | +235.7% | 623 | +650.6% | 0.00% | +200.0% |
| Q4 2021 | $14,000 | +75.0% | 83 | +48.2% | 0.00% | 0.0% |
| Q3 2021 | $8,000 | 0.0% | 56 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $8,000 | +14.3% | 56 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $7,000 | +133.3% | 56 | +180.0% | 0.00% | – |
| Q4 2020 | $3,000 | -93.2% | 20 | -94.8% | 0.00% | -100.0% |
| Q3 2020 | $44,000 | +2100.0% | 381 | +1805.0% | 0.01% | – |
| Q2 2020 | $2,000 | – | 20 | – | 0.00% | – |
Download | ||||||
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% |