SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 660 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is 0.57 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $343,965 | -38.9% | 4,730 | -37.0% | 0.00% | -33.3% |
| Q2 2023 | $562,952 | +8.1% | 7,511 | -6.0% | 0.00% | +50.0% |
| Q1 2023 | $520,905 | +42.1% | 7,993 | +21.1% | 0.00% | 0.0% |
| Q4 2022 | $366,585 | -0.4% | 6,598 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $368,000 | -3.9% | 6,598 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $383,000 | -26.9% | 6,598 | -5.7% | 0.00% | 0.0% |
| Q1 2022 | $524,000 | -6.1% | 6,998 | +105.5% | 0.00% | 0.0% |
| Q4 2021 | $558,000 | +10.5% | 3,405 | -0.2% | 0.00% | 0.0% |
| Q3 2021 | $505,000 | +1.6% | 3,413 | +0.2% | 0.00% | 0.0% |
| Q2 2021 | $497,000 | -43.8% | 3,405 | -50.0% | 0.00% | 0.0% |
| Q1 2021 | $884,000 | +102.3% | 6,810 | +100.0% | 0.00% | 0.0% |
| Q4 2020 | $437,000 | +11.5% | 3,405 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $392,000 | +13.3% | 3,405 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $346,000 | +27.7% | 3,405 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $271,000 | -14.2% | 3,405 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $316,000 | +10.5% | 3,405 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $286,000 | +1.1% | 3,405 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $283,000 | +4.8% | 3,405 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $270,000 | – | 3,405 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Avantax Planning Partners, Inc. | 3,705,079 | $475,769,000 | 24.48% |
| Treybourne Wealth Planners, Inc. | 253,718 | $32,580,000 | 23.46% |
| Marquette Asset Management, LLC | 757,450 | $97,264,000 | 22.41% |
| Triton Wealth Management, PLLC | 256,008 | $32,646,000 | 20.78% |
| Reitz Capital Advisors LLC | 198,181 | $25,449,000 | 20.46% |
| Northern Capital Management, Inc. | 161,336 | $20,717,000 | 20.16% |
| Mokosak Advisory Group, LLC | 292,078 | $37,512,000 | 17.92% |
| APPLETON GROUP, LLC | 142,386 | $18,284,000 | 17.84% |
| Fund Evaluation Group, LLC | 1,058,546 | $135,928,000 | 15.98% |
| Reby Advisors, LLC | 401,465 | $51,552,000 | 13.50% |