SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 574 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 1.33 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $59,615 | -3.0% | 820 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $61,429 | +15.0% | 820 | +0.1% | 0.01% | +16.7% |
| Q1 2023 | $53,401 | +17.3% | 819 | 0.0% | 0.01% | +20.0% |
| Q4 2022 | $45,515 | +5.8% | 819 | +6.4% | 0.01% | -16.7% |
| Q3 2022 | $43,000 | +377.8% | 770 | +372.4% | 0.01% | +500.0% |
| Q2 2022 | $9,000 | -25.0% | 163 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $12,000 | -7.7% | 163 | +101.2% | 0.00% | 0.0% |
| Q4 2021 | $13,000 | +8.3% | 81 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $12,000 | -47.8% | 81 | -50.0% | 0.00% | 0.0% |
| Q2 2021 | $23,000 | +109.1% | 162 | +100.0% | 0.00% | 0.0% |
| Q1 2021 | $11,000 | +1000.0% | 81 | +1520.0% | 0.00% | – |
| Q2 2020 | $1,000 | -75.0% | 5 | -89.8% | 0.00% | -100.0% |
| Q1 2020 | $4,000 | – | 49 | – | 0.00% | – |
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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% |