SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 722 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.55 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $488,000 | +10.7% | 2,981 | 0.0% | 0.12% | -42.8% |
| Q3 2021 | $441,000 | -82.3% | 2,981 | +4.6% | 0.21% | -19.7% |
| Q2 2021 | $2,494,000 | +339.1% | 2,851 | -34.9% | 0.26% | -19.3% |
| Q1 2021 | $568,000 | -12.7% | 4,378 | -13.6% | 0.32% | +18.0% |
| Q4 2020 | $651,000 | +11.5% | 5,070 | 0.0% | 0.27% | +20.9% |
| Q3 2020 | $584,000 | +57.8% | 5,070 | +39.3% | 0.22% | +44.2% |
| Q2 2020 | $370,000 | +84.1% | 3,639 | +68.5% | 0.16% | +188.9% |
| Q4 2019 | $201,000 | – | 2,160 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Triton Wealth Management, PLLC | 241,902 | $26,005,000 | 26.92% |
| Marquette Asset Management, LLC | 753,967 | $76,558,000 | 24.96% |
| Avantax Planning Partners, Inc. | 4,280,749 | $434,667,000 | 24.55% |
| Reitz Capital Advisors LLC | 164,163 | $16,669,000 | 21.17% |
| APPLETON GROUP, LLC | 157,009 | $15,943,000 | 19.19% |
| Mokosak Advisory Group, LLC | 292,495 | $29,710,000 | 18.14% |
| Fund Evaluation Group, LLC | 1,169,436 | $118,745,000 | 16.45% |
| HHM Wealth Advisors, LLC | 299,395 | $30,401,000 | 12.70% |
| Kelman-Lazarov, Inc. | 259,277 | $26,327,000 | 12.20% |
| Legacy Wealth Management, Inc | 698,612 | $70,937,000 | 11.58% |