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 | $2,489,323 | +11.7% | 24,686 | +2.7% | 0.02% | +7.1% |
| Q1 2024 | $2,229,480 | +20.0% | 24,045 | +7.3% | 0.01% | +7.7% |
| Q4 2023 | $1,858,261 | +13.9% | 22,399 | -0.1% | 0.01% | +8.3% |
| Q3 2023 | $1,631,061 | -1.7% | 22,429 | +1.3% | 0.01% | 0.0% |
| Q2 2023 | $1,659,837 | +33.4% | 22,146 | +16.0% | 0.01% | +20.0% |
| Q1 2023 | $1,244,650 | +21.7% | 19,099 | +3.7% | 0.01% | +25.0% |
| Q4 2022 | $1,023,000 | +21.4% | 18,410 | +21.8% | 0.01% | +14.3% |
| Q3 2022 | $843,000 | +28.3% | 15,112 | +33.4% | 0.01% | +40.0% |
| Q2 2022 | $657,000 | +15.5% | 11,330 | +49.0% | 0.01% | +25.0% |
| Q1 2022 | $569,000 | +32.9% | 7,605 | +191.3% | 0.00% | +33.3% |
| Q4 2021 | $428,000 | – | 2,611 | – | 0.00% | – |
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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% |