SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 690 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.18 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,588,723 | +858.1% | 200,615 | +887.5% | 0.03% | +900.0% |
| Q2 2023 | $1,522,609 | +96.5% | 20,315 | +46.2% | 0.00% | +50.0% |
| Q3 2022 | $775,000 | -55.6% | 13,900 | +30.4% | 0.00% | -33.3% |
| Q4 2021 | $1,745,000 | +546.3% | 10,660 | +412.5% | 0.00% | +200.0% |
| Q1 2021 | $270,000 | +170.0% | 2,080 | +64.8% | 0.00% | – |
| Q1 2019 | $100,000 | +3.1% | 1,262 | -10.7% | 0.00% | -100.0% |
| Q4 2018 | $97,000 | – | 1,414 | – | 0.00% | – |
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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% |