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 | $3,117,746 | -5.6% | 42,873 | -2.7% | 0.22% | -3.5% |
| Q2 2023 | $3,301,060 | +1236.5% | 44,044 | +894.9% | 0.23% | +1000.0% |
| Q3 2022 | $247,000 | -2.4% | 4,427 | +1.3% | 0.02% | +5.0% |
| Q2 2022 | $253,000 | +15.5% | 4,370 | +49.4% | 0.02% | +33.3% |
| Q1 2022 | $219,000 | +6.3% | 2,925 | +132.3% | 0.02% | +15.4% |
| Q4 2021 | $206,000 | -90.7% | 1,259 | -91.6% | 0.01% | -91.3% |
| Q3 2021 | $2,227,000 | +33.0% | 15,036 | +15.3% | 0.15% | +9.6% |
| Q4 2020 | $1,674,000 | – | 13,038 | – | 0.14% | – |
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% |