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 | $238,231 | -3.0% | 3,276 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $245,536 | +15.0% | 3,276 | 0.0% | 0.01% | +14.3% |
| Q1 2023 | $213,497 | -1.6% | 3,276 | -0.9% | 0.01% | -12.5% |
| Q2 2022 | $217,000 | -46.4% | 3,306 | -39.0% | 0.01% | -38.5% |
| Q1 2022 | $405,000 | -8.8% | 5,417 | +100.0% | 0.01% | 0.0% |
| Q4 2021 | $444,000 | +10.7% | 2,709 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $401,000 | -2.2% | 2,709 | -3.6% | 0.01% | 0.0% |
| Q2 2021 | $410,000 | -71.4% | 2,809 | -74.6% | 0.01% | -72.9% |
| Q1 2021 | $1,436,000 | +1.1% | 11,066 | 0.0% | 0.05% | -5.9% |
| Q4 2020 | $1,421,000 | +3.3% | 11,066 | -7.3% | 0.05% | -10.5% |
| Q3 2020 | $1,375,000 | +13.4% | 11,940 | 0.0% | 0.06% | +5.6% |
| Q2 2020 | $1,212,000 | – | 11,940 | – | 0.05% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Triton Wealth Management, PLLC | 304,529 | $47,423,000 | 22.60% |
| Avantax Planning Partners, Inc. | 3,223,233 | $477,329,000 | 22.02% |
| APPLETON GROUP, LLC | 167,449 | $24,798,000 | 21.34% |
| Northern Capital Management, Inc. | 166,533 | $24,662,000 | 21.08% |
| Marquette Asset Management, LLC | 597,717 | $88,516,000 | 19.90% |
| Mokosak Advisory Group, LLC | 285,304 | $42,254,000 | 17.52% |
| Fund Evaluation Group, LLC | 1,113,800 | $164,943,000 | 17.31% |
| Legacy Financial Strategies, LLC | 210,289 | $31,142,000 | 14.65% |
| Alpha Omega Group, Inc. | 91,285 | $13,518,000 | 14.47% |
| Reitz Capital Advisors LLC | 129,115 | $19,120,000 | 14.32% |