SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 660 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is 0.57 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $219,000 | -18.0% | 2,930 | +79.5% | 0.02% | -21.7% |
| Q4 2021 | $267,000 | +7.2% | 1,632 | -3.0% | 0.02% | -11.5% |
| Q3 2021 | $249,000 | 0.0% | 1,682 | -1.4% | 0.03% | -25.7% |
| Q2 2021 | $249,000 | +12.7% | 1,706 | 0.0% | 0.04% | -7.9% |
| Q1 2021 | $221,000 | -0.9% | 1,706 | 0.0% | 0.04% | -7.3% |
| Q4 2020 | $223,000 | -49.2% | 1,706 | -68.1% | 0.04% | -64.0% |
| Q3 2018 | $439,000 | +119.5% | 5,352 | +102.6% | 0.11% | +111.1% |
| Q2 2018 | $200,000 | -23.4% | 2,642 | -58.5% | 0.05% | -54.2% |
| Q3 2013 | $261,000 | – | 6,362 | – | 0.12% | – |
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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% |