SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 574 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 1.33 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $757,913 | -2.9% | 10,422 | +0.1% | 0.02% | -4.8% |
| Q2 2023 | $780,320 | -3.3% | 10,411 | -15.9% | 0.02% | -8.7% |
| Q1 2023 | $806,570 | +130624.5% | 12,376 | +11.5% | 0.02% | +27.8% |
| Q4 2022 | $617 | -99.9% | 11,098 | -2.9% | 0.02% | -10.0% |
| Q3 2022 | $638,000 | +0.9% | 11,425 | +4.8% | 0.02% | +11.1% |
| Q2 2022 | $632,000 | -22.6% | 10,899 | -0.2% | 0.02% | -10.0% |
| Q1 2022 | $817,000 | -8.4% | 10,918 | +100.4% | 0.02% | -4.8% |
| Q4 2021 | $892,000 | +10.7% | 5,448 | +0.1% | 0.02% | 0.0% |
| Q3 2021 | $806,000 | +1.6% | 5,440 | +0.1% | 0.02% | 0.0% |
| Q2 2021 | $793,000 | +12.5% | 5,436 | +0.1% | 0.02% | +10.5% |
| Q1 2021 | $705,000 | +1.1% | 5,431 | +0.1% | 0.02% | -13.6% |
| Q4 2020 | $697,000 | +11.7% | 5,425 | +0.1% | 0.02% | -12.0% |
| Q3 2020 | $624,000 | +13.7% | 5,419 | +0.1% | 0.02% | +8.7% |
| Q2 2020 | $549,000 | +27.7% | 5,411 | +0.1% | 0.02% | +15.0% |
| Q1 2020 | $430,000 | -14.2% | 5,403 | +0.2% | 0.02% | +5.3% |
| Q4 2019 | $501,000 | +13.1% | 5,393 | +2.3% | 0.02% | 0.0% |
| Q3 2019 | $443,000 | +2.5% | 5,270 | +1.4% | 0.02% | 0.0% |
| Q2 2019 | $432,000 | +4.6% | 5,196 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $413,000 | +15.7% | 5,196 | +0.4% | 0.02% | +11.8% |
| Q4 2018 | $357,000 | – | 5,173 | – | 0.02% | – |
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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% |