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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $66,000 | +11.9% | 400 | 0.0% | 0.03% | +3.6% |
| Q3 2021 | $59,000 | +1.7% | 400 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $58,000 | +11.5% | 400 | 0.0% | 0.03% | +7.7% |
| Q1 2021 | $52,000 | -34.2% | 400 | -35.0% | 0.03% | -35.0% |
| Q4 2020 | $79,000 | +11.3% | 615 | 0.0% | 0.04% | +2.6% |
| Q3 2020 | $71,000 | +14.5% | 615 | 0.0% | 0.04% | +5.4% |
| Q2 2020 | $62,000 | +26.5% | 615 | 0.0% | 0.04% | +5.7% |
| Q1 2020 | $49,000 | +96.0% | 615 | +103.6% | 0.04% | +133.3% |
| Q2 2019 | $25,000 | +8.7% | 302 | 0.0% | 0.02% | +7.1% |
| Q1 2019 | $23,000 | +9.5% | 302 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $21,000 | -16.0% | 302 | 0.0% | 0.01% | -6.7% |
| Q3 2018 | $25,000 | +8.7% | 302 | 0.0% | 0.02% | +7.1% |
| Q2 2018 | $23,000 | +4.5% | 302 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $22,000 | +4.8% | 302 | 0.0% | 0.01% | +7.7% |
| Q4 2017 | $21,000 | – | 302 | – | 0.01% | – |
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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% |