SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 466 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is 0.45 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $1,898,000 | -15.3% | 23,825 | -1.2% | 0.12% | -9.1% |
| Q4 2019 | $2,241,000 | +8.6% | 24,117 | +0.1% | 0.13% | +0.8% |
| Q3 2019 | $2,063,000 | -1.1% | 24,103 | -3.8% | 0.13% | -13.2% |
| Q2 2019 | $2,085,000 | +932.2% | 25,051 | +789.0% | 0.15% | +7.9% |
| Q1 2018 | $202,000 | -68.8% | 2,818 | -72.5% | 0.14% | +34.6% |
| Q2 2017 | $647,000 | – | 10,233 | – | 0.10% | – |
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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% |