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 | $3,200 | -3.0% | 44 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $3,298 | +15.0% | 44 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $2,867 | +17.3% | 44 | 0.0% | 0.00% | +100.0% |
| Q4 2022 | $2,445 | +22.2% | 44 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $2,000 | -33.3% | 44 | 0.0% | 0.00% | -50.0% |
| Q2 2022 | $3,000 | 0.0% | 44 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $3,000 | -25.0% | 44 | +100.0% | 0.00% | 0.0% |
| Q4 2021 | $4,000 | +33.3% | 22 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $3,000 | 0.0% | 22 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $3,000 | 0.0% | 22 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $3,000 | 0.0% | 22 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $3,000 | 0.0% | 22 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $3,000 | +50.0% | 22 | 0.0% | 0.00% | +100.0% |
| Q2 2020 | $2,000 | 0.0% | 22 | 0.0% | 0.00% | -50.0% |
| Q1 2020 | $2,000 | -95.7% | 22 | -96.0% | 0.00% | -93.5% |
| Q3 2019 | $46,000 | 0.0% | 549 | 0.0% | 0.03% | 0.0% |
| Q2 2019 | $46,000 | +4.5% | 549 | 0.0% | 0.03% | -3.1% |
| Q1 2019 | $44,000 | +15.8% | 549 | 0.0% | 0.03% | 0.0% |
| Q4 2018 | $38,000 | -15.6% | 549 | 0.0% | 0.03% | +3.2% |
| Q3 2018 | $45,000 | +7.1% | 549 | 0.0% | 0.03% | 0.0% |
| Q2 2018 | $42,000 | +7.7% | 549 | 0.0% | 0.03% | +14.8% |
| Q1 2018 | $39,000 | 0.0% | 549 | 0.0% | 0.03% | +8.0% |
| Q4 2017 | $39,000 | +8.3% | 549 | 0.0% | 0.02% | +4.2% |
| Q3 2017 | $36,000 | – | 549 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Triton Wealth Management, PLLC | 304,529 | $47,423,000 | 22.60% |
| Avantax Planning Partners, Inc. | 3,223,233 | $477,329,000 | 22.02% |
| APPLETON GROUP, LLC | 167,449 | $24,798,000 | 21.34% |
| Northern Capital Management, Inc. | 166,533 | $24,662,000 | 21.08% |
| Marquette Asset Management, LLC | 597,717 | $88,516,000 | 19.90% |
| Mokosak Advisory Group, LLC | 285,304 | $42,254,000 | 17.52% |
| Fund Evaluation Group, LLC | 1,113,800 | $164,943,000 | 17.31% |
| Legacy Financial Strategies, LLC | 210,289 | $31,142,000 | 14.65% |
| Alpha Omega Group, Inc. | 91,285 | $13,518,000 | 14.47% |
| Reitz Capital Advisors LLC | 129,115 | $19,120,000 | 14.32% |