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 | $273,000 | -53.7% | 4,889 | -51.8% | 0.26% | -27.4% |
| Q2 2022 | $589,000 | -30.5% | 10,149 | -10.3% | 0.35% | -15.9% |
| Q1 2022 | $847,000 | -10.7% | 11,314 | +95.2% | 0.42% | +10.2% |
| Q4 2021 | $949,000 | +19.7% | 5,797 | +8.3% | 0.38% | -6.1% |
| Q3 2021 | $793,000 | +8.2% | 5,352 | +6.6% | 0.41% | +37.5% |
| Q2 2021 | $733,000 | +14.0% | 5,022 | +1.3% | 0.30% | +10.9% |
| Q1 2021 | $643,000 | -16.3% | 4,956 | -17.1% | 0.27% | -33.4% |
| Q4 2020 | $768,000 | +2.9% | 5,979 | -7.7% | 0.40% | -13.9% |
| Q3 2020 | $746,000 | +4.3% | 6,475 | -8.1% | 0.47% | +1.3% |
| Q2 2020 | $715,000 | +63.2% | 7,046 | +28.1% | 0.46% | +88.5% |
| Q1 2020 | $438,000 | -7.4% | 5,501 | -7.6% | 0.24% | +23.9% |
| Q1 2019 | $473,000 | +130.7% | 5,953 | +100.0% | 0.20% | +105.2% |
| Q4 2018 | $205,000 | -33.4% | 2,976 | -20.7% | 0.10% | -30.9% |
| Q3 2018 | $308,000 | -30.8% | 3,754 | -36.0% | 0.14% | -26.8% |
| Q2 2018 | $445,000 | +33.2% | 5,866 | +25.8% | 0.19% | +21.8% |
| Q1 2018 | $334,000 | +57.5% | 4,664 | +55.5% | 0.16% | +56.0% |
| Q4 2017 | $212,000 | – | 3,000 | – | 0.10% | – |
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% |