SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 546 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 1.18 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $941,000 | -3.1% | 11,815 | +13.0% | 0.82% | +17.7% |
| Q4 2019 | $971,000 | +16.7% | 10,453 | +5.6% | 0.69% | +10.2% |
| Q3 2019 | $832,000 | +0.7% | 9,898 | -0.3% | 0.63% | -1.4% |
| Q2 2019 | $826,000 | +20.9% | 9,931 | +15.6% | 0.64% | +20.8% |
| Q1 2019 | $683,000 | +26.5% | 8,593 | +9.7% | 0.53% | +15.0% |
| Q4 2018 | $540,000 | -6.4% | 7,834 | +11.4% | 0.46% | +4.1% |
| Q3 2018 | $577,000 | +22.2% | 7,033 | +12.8% | 0.44% | +22.4% |
| Q2 2018 | $472,000 | +15.7% | 6,235 | +9.7% | 0.36% | +13.2% |
| Q1 2018 | $408,000 | +29.5% | 5,683 | +27.7% | 0.32% | +33.5% |
| Q4 2017 | $315,000 | +30.2% | 4,452 | +21.4% | 0.24% | +31.3% |
| Q3 2017 | $242,000 | – | 3,667 | – | 0.18% | – |
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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% |