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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $256 | +15.3% | 3,412 | +0.1% | 0.15% | +7.0% |
| Q1 2023 | $222 | -99.9% | 3,409 | -9.2% | 0.14% | +2.2% |
| Q3 2022 | $209,000 | -3.7% | 3,753 | +0.1% | 0.14% | +2.2% |
| Q2 2022 | $217,000 | -22.5% | 3,749 | +0.1% | 0.14% | -7.5% |
| Q1 2022 | $280,000 | -8.8% | 3,746 | +100.1% | 0.15% | -2.6% |
| Q4 2021 | $307,000 | +10.8% | 1,872 | +0.1% | 0.15% | +2.7% |
| Q3 2021 | $277,000 | +1.5% | 1,870 | +0.1% | 0.15% | +2.8% |
| Q2 2021 | $273,000 | +12.8% | 1,869 | +0.1% | 0.14% | +5.9% |
| Q1 2021 | $242,000 | +0.8% | 1,868 | +0.1% | 0.14% | -4.9% |
| Q4 2020 | $240,000 | +11.6% | 1,866 | +0.1% | 0.14% | -0.7% |
| Q3 2020 | $215,000 | – | 1,864 | – | 0.14% | – |
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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% |