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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $29,000 | +11.5% | 175 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $26,000 | -48.0% | 175 | -48.5% | 0.00% | -50.0% |
| Q2 2021 | $50,000 | +13.6% | 340 | +0.3% | 0.00% | 0.0% |
| Q1 2021 | $44,000 | -47.0% | 339 | -50.0% | 0.00% | 0.0% |
| Q4 2020 | $83,000 | +112.8% | 678 | +100.0% | 0.00% | 0.0% |
| Q3 2020 | $39,000 | +14.7% | 339 | +0.3% | 0.00% | 0.0% |
| Q2 2020 | $34,000 | +25.9% | 338 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $27,000 | -54.2% | 338 | -49.8% | 0.00% | 0.0% |
| Q4 2019 | $59,000 | +110.7% | 673 | +100.3% | 0.00% | 0.0% |
| Q3 2019 | $28,000 | 0.0% | 336 | +0.3% | 0.00% | 0.0% |
| Q2 2019 | $28,000 | -20.0% | 335 | -23.0% | 0.00% | 0.0% |
| Q1 2019 | $35,000 | +16.7% | 435 | +0.5% | 0.00% | 0.0% |
| Q4 2018 | $30,000 | +275.0% | 433 | +333.0% | 0.00% | +100.0% |
| Q3 2018 | $8,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $8,000 | +14.3% | 100 | 0.0% | 0.00% | – |
| Q1 2018 | $7,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q4 2017 | $7,000 | – | 100 | – | 0.00% | – |
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% |