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 | $1,055,738 | -5.1% | 14,518 | -2.2% | 0.00% | 0.0% |
| Q2 2023 | $1,112,847 | -10.2% | 14,848 | -21.9% | 0.00% | 0.0% |
| Q1 2023 | $1,239,329 | +11629.4% | 19,017 | -90.0% | 0.00% | -89.3% |
| Q4 2022 | $10,566 | -99.2% | 190,175 | +656.7% | 0.03% | +600.0% |
| Q3 2022 | $1,403,000 | -30.1% | 25,133 | -27.3% | 0.00% | -33.3% |
| Q2 2022 | $2,006,000 | +153.3% | 34,593 | +226.7% | 0.01% | +200.0% |
| Q1 2022 | $792,000 | +19.6% | 10,587 | +161.9% | 0.00% | 0.0% |
| Q4 2021 | $662,000 | +11.3% | 4,042 | +0.6% | 0.00% | 0.0% |
| Q3 2021 | $595,000 | +3.3% | 4,016 | +1.8% | 0.00% | +100.0% |
| Q2 2021 | $576,000 | +12.5% | 3,946 | +0.1% | 0.00% | 0.0% |
| Q1 2021 | $512,000 | +62.0% | 3,942 | +60.4% | 0.00% | 0.0% |
| Q4 2020 | $316,000 | -63.2% | 2,457 | -77.2% | 0.00% | -75.0% |
| Q1 2020 | $858,000 | +103.3% | 10,774 | +137.3% | 0.00% | +100.0% |
| Q4 2019 | $422,000 | – | 4,541 | – | 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% |