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 | $290,972 | -2.9% | 4,001 | +0.1% | 0.07% | -1.3% |
| Q2 2023 | $299,643 | +15.1% | 3,998 | +0.1% | 0.08% | +8.7% |
| Q1 2023 | $260,313 | +17.4% | 3,994 | +0.1% | 0.07% | +9.5% |
| Q4 2022 | $221,710 | -0.1% | 3,990 | +0.1% | 0.06% | -7.4% |
| Q3 2022 | $222,000 | -3.9% | 3,986 | +0.1% | 0.07% | +1.5% |
| Q2 2022 | $231,000 | -22.5% | 3,982 | +0.1% | 0.07% | -15.2% |
| Q1 2022 | $298,000 | -34.2% | 3,979 | +43.8% | 0.08% | -33.1% |
| Q4 2021 | $453,000 | +10.5% | 2,767 | -0.1% | 0.12% | +1.7% |
| Q3 2021 | $410,000 | +1.7% | 2,769 | +0.4% | 0.12% | -14.7% |
| Q2 2021 | $403,000 | +9.8% | 2,758 | -2.6% | 0.14% | -0.7% |
| Q1 2021 | $367,000 | +1.1% | 2,831 | +0.1% | 0.14% | -3.5% |
| Q4 2020 | $363,000 | +5.2% | 2,828 | -5.5% | 0.14% | -9.0% |
| Q3 2020 | $345,000 | +9.5% | 2,994 | -3.4% | 0.16% | +6.1% |
| Q2 2020 | $315,000 | – | 3,100 | – | 0.15% | – |
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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% |