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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $20,216 | -3.0% | 278 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $20,836 | -25.3% | 278 | -35.0% | 0.00% | 0.0% |
| Q1 2023 | $27,892 | +17.3% | 428 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $23,779 | -84.8% | 428 | -84.8% | 0.00% | -83.3% |
| Q3 2022 | $156,000 | -43.9% | 2,812 | -41.4% | 0.01% | -40.0% |
| Q2 2022 | $278,000 | -7.0% | 4,802 | +20.2% | 0.01% | -37.5% |
| Q1 2022 | $299,000 | -17.4% | 3,994 | +80.6% | 0.02% | +45.5% |
| Q4 2021 | $362,000 | +10.7% | 2,211 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $327,000 | +1.6% | 2,211 | 0.0% | 0.01% | -35.3% |
| Q2 2021 | $322,000 | +24.3% | 2,211 | +10.7% | 0.02% | +13.3% |
| Q1 2021 | $259,000 | +1.2% | 1,997 | 0.0% | 0.02% | -11.8% |
| Q4 2020 | $256,000 | +11.3% | 1,997 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $230,000 | +13.3% | 1,997 | 0.0% | 0.02% | +6.2% |
| Q2 2020 | $203,000 | +27.7% | 1,997 | 0.0% | 0.02% | +6.7% |
| Q1 2020 | $159,000 | -25.4% | 1,997 | -12.8% | 0.02% | -6.2% |
| Q4 2019 | $213,000 | +26.8% | 2,291 | +14.7% | 0.02% | +23.1% |
| Q3 2019 | $168,000 | +1.2% | 1,997 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $166,000 | +13.7% | 1,997 | +8.3% | 0.01% | +8.3% |
| Q1 2019 | $146,000 | -2.7% | 1,844 | -15.2% | 0.01% | -7.7% |
| Q4 2018 | $150,000 | -16.2% | 2,175 | -0.1% | 0.01% | -7.1% |
| Q3 2018 | $179,000 | +108.1% | 2,177 | +92.5% | 0.01% | +100.0% |
| Q2 2018 | $86,000 | +760.0% | 1,131 | +465.5% | 0.01% | +250.0% |
| Q4 2014 | $10,000 | – | 200 | – | 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% |