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 | $62,000 | +12.7% | 374 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $55,000 | +1.9% | 374 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $54,000 | +12.5% | 374 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $48,000 | 0.0% | 374 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $48,000 | +84.6% | 374 | +64.8% | 0.00% | +50.0% |
| Q3 2020 | $26,000 | +8.3% | 227 | -6.6% | 0.00% | 0.0% |
| Q2 2020 | $24,000 | -11.1% | 243 | -29.8% | 0.00% | -33.3% |
| Q1 2020 | $27,000 | -15.6% | 346 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $32,000 | +10.3% | 346 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $29,000 | +3.6% | 346 | 0.0% | 0.00% | +50.0% |
| Q2 2019 | $28,000 | +3.7% | 346 | 0.0% | 0.00% | -33.3% |
| Q1 2019 | $27,000 | -6.9% | 346 | -17.2% | 0.00% | 0.0% |
| Q4 2018 | $29,000 | -12.1% | 418 | +1.7% | 0.00% | 0.0% |
| Q3 2018 | $33,000 | +371.4% | 411 | +299.0% | 0.00% | +200.0% |
| Q2 2018 | $7,000 | 0.0% | 103 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $7,000 | +16.7% | 103 | +8.4% | 0.00% | 0.0% |
| Q4 2017 | $6,000 | -68.4% | 95 | -67.9% | 0.00% | -50.0% |
| Q3 2017 | $19,000 | +280.0% | 296 | +236.4% | 0.00% | +100.0% |
| Q2 2017 | $5,000 | +150.0% | 88 | +131.6% | 0.00% | – |
| Q1 2017 | $2,000 | 0.0% | 38 | 0.0% | 0.00% | – |
| Q4 2016 | $2,000 | 0.0% | 38 | 0.0% | 0.00% | – |
| Q3 2016 | $2,000 | -87.5% | 38 | -88.2% | 0.00% | -100.0% |
| Q2 2016 | $16,000 | – | 321 | – | 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% |