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 | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $2,326,000 | +27.7% | 22,917 | +0.2% | 1.13% | +63.7% |
| Q1 2020 | $1,821,000 | -13.0% | 22,867 | +1.5% | 0.69% | +22.0% |
| Q4 2019 | $2,092,000 | +10.2% | 22,526 | -0.3% | 0.56% | +12.1% |
| Q3 2019 | $1,898,000 | -1.5% | 22,595 | -2.3% | 0.50% | +4.4% |
| Q2 2019 | $1,926,000 | +1.5% | 23,126 | -3.2% | 0.48% | +3.2% |
| Q1 2019 | $1,898,000 | -50.8% | 23,894 | -57.3% | 0.47% | -47.9% |
| Q4 2018 | $3,857,000 | +86.6% | 55,955 | +121.9% | 0.90% | +112.1% |
| Q3 2018 | $2,067,000 | +8.1% | 25,221 | 0.0% | 0.42% | -4.3% |
| Q2 2018 | $1,912,000 | +7.2% | 25,221 | -0.0% | 0.44% | -17.4% |
| Q4 2017 | $1,784,000 | +6.3% | 25,229 | -0.8% | 0.54% | +45.8% |
| Q3 2017 | $1,679,000 | -15.0% | 25,420 | -18.3% | 0.37% | -23.1% |
| Q2 2017 | $1,975,000 | +4.6% | 31,128 | 0.0% | 0.48% | +1.7% |
| Q1 2017 | $1,888,000 | +25.4% | 31,128 | +12.9% | 0.47% | +23.1% |
| Q3 2016 | $1,505,000 | – | 27,572 | – | 0.38% | – |
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% |