SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 829 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.75 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $230,000 | -3.8% | 4,128 | 0.0% | 0.05% | +8.2% |
| Q2 2022 | $239,000 | -22.7% | 4,128 | 0.0% | 0.05% | -15.5% |
| Q1 2022 | $309,000 | -8.6% | 4,128 | +100.0% | 0.06% | +20.8% |
| Q4 2021 | $338,000 | +10.5% | 2,064 | 0.0% | 0.05% | +20.0% |
| Q3 2021 | $306,000 | +0.7% | 2,064 | -0.8% | 0.04% | +2.6% |
| Q2 2021 | $304,000 | +13.4% | 2,080 | +0.8% | 0.04% | +8.3% |
| Q1 2021 | $268,000 | +1.1% | 2,064 | 0.0% | 0.04% | -2.7% |
| Q4 2020 | $265,000 | +11.3% | 2,064 | 0.0% | 0.04% | +2.8% |
| Q3 2020 | $238,000 | +13.3% | 2,064 | 0.0% | 0.04% | +5.9% |
| Q2 2020 | $210,000 | -6.2% | 2,064 | -14.5% | 0.03% | +3.0% |
| Q4 2019 | $224,000 | +10.3% | 2,415 | 0.0% | 0.03% | +10.0% |
| Q3 2019 | $203,000 | -9.4% | 2,415 | -10.3% | 0.03% | 0.0% |
| Q2 2019 | $224,000 | +4.7% | 2,692 | 0.0% | 0.03% | +3.4% |
| Q1 2019 | $214,000 | -4.5% | 2,692 | -1.3% | 0.03% | -3.3% |
| Q3 2018 | $224,000 | +8.2% | 2,728 | +0.0% | 0.03% | -3.2% |
| Q2 2018 | $207,000 | -1.4% | 2,727 | -8.2% | 0.03% | 0.0% |
| Q4 2017 | $210,000 | 0.0% | 2,971 | -23.7% | 0.03% | -44.6% |
| Q1 2015 | $210,000 | +4.0% | 3,895 | 0.0% | 0.06% | +1.8% |
| Q4 2014 | $202,000 | +14.8% | 3,895 | 0.0% | 0.06% | +22.2% |
| Q4 2013 | $176,000 | – | 3,895 | – | 0.04% | – |
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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% |