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 | $414,504 | -26.0% | 5,700 | -23.7% | 0.01% | -21.4% |
| Q2 2023 | $559,765 | +50.7% | 7,469 | +31.0% | 0.01% | +40.0% |
| Q1 2023 | $371,469 | +52.6% | 5,700 | +30.1% | 0.01% | +42.9% |
| Q4 2022 | $243,353 | -22.7% | 4,380 | -24.2% | 0.01% | -30.0% |
| Q3 2022 | $315,000 | -6.0% | 5,780 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $335,000 | +2.1% | 5,780 | +32.0% | 0.01% | +11.1% |
| Q1 2022 | $328,000 | -26.3% | 4,380 | +61.3% | 0.01% | -25.0% |
| Q4 2021 | $445,000 | +49.3% | 2,716 | +35.1% | 0.01% | +33.3% |
| Q3 2021 | $298,000 | +1.7% | 2,010 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $293,000 | +12.3% | 2,010 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $261,000 | +1.2% | 2,010 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $258,000 | +11.7% | 2,010 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $231,000 | +1.8% | 2,010 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $227,000 | – | 2,010 | – | 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% |