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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $336,000 | +4.7% | 2,052 | -5.3% | 0.07% | 0.0% |
| Q3 2021 | $321,000 | +1.3% | 2,167 | -0.1% | 0.07% | +5.7% |
| Q2 2021 | $317,000 | +19.6% | 2,170 | +6.4% | 0.07% | +9.4% |
| Q1 2021 | $265,000 | +29.3% | 2,039 | +27.7% | 0.06% | +16.4% |
| Q4 2020 | $205,000 | -14.2% | 1,597 | -23.0% | 0.06% | -19.1% |
| Q3 2020 | $239,000 | -20.1% | 2,074 | -29.5% | 0.07% | -28.4% |
| Q2 2020 | $299,000 | +28.9% | 2,943 | +0.9% | 0.10% | +10.5% |
| Q1 2020 | $232,000 | -5.7% | 2,918 | +10.2% | 0.09% | +2.4% |
| Q4 2019 | $246,000 | +3.8% | 2,647 | -6.0% | 0.08% | -9.7% |
| Q3 2019 | $237,000 | +3.5% | 2,817 | +2.5% | 0.09% | +10.7% |
| Q2 2019 | $229,000 | +0.9% | 2,749 | -4.0% | 0.08% | -2.3% |
| Q1 2019 | $227,000 | -1.7% | 2,863 | +1.4% | 0.09% | -4.4% |
| Q3 2018 | $231,000 | +6.0% | 2,824 | -2.0% | 0.09% | -3.2% |
| Q2 2018 | $218,000 | +3.8% | 2,882 | -1.6% | 0.09% | +1.1% |
| Q1 2018 | $210,000 | +4.5% | 2,929 | +3.0% | 0.09% | +1.1% |
| Q4 2017 | $201,000 | +1910.0% | 2,845 | +1267.8% | 0.09% | +911.1% |
| Q1 2014 | $10,000 | – | 208 | – | 0.01% | – |
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% |