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 | $690,282 | +79.8% | 9,492 | +85.3% | 0.05% | +80.8% |
Q2 2023 | $383,942 | +12.0% | 5,123 | -2.6% | 0.03% | 0.0% |
Q1 2023 | $342,911 | +17.3% | 5,262 | +0.0% | 0.03% | +8.3% |
Q4 2022 | $292,320 | -0.6% | 5,261 | +0.0% | 0.02% | -22.6% |
Q3 2022 | $294,000 | -7.8% | 5,260 | -4.5% | 0.03% | -13.9% |
Q2 2022 | $319,000 | -53.3% | 5,509 | -39.6% | 0.04% | -44.6% |
Q1 2022 | $683,000 | +29.4% | 9,123 | +183.1% | 0.06% | +32.7% |
Q4 2021 | $528,000 | +12.8% | 3,222 | +2.1% | 0.05% | -2.0% |
Q3 2021 | $468,000 | -2.3% | 3,157 | -3.8% | 0.05% | -5.7% |
Q2 2021 | $479,000 | -16.0% | 3,282 | -25.3% | 0.05% | -22.1% |
Q1 2021 | $570,000 | -13.2% | 4,394 | -14.2% | 0.07% | -22.7% |
Q4 2020 | $657,000 | +1.9% | 5,119 | -8.6% | 0.09% | -12.9% |
Q3 2020 | $645,000 | -58.8% | 5,603 | -63.7% | 0.10% | -61.7% |
Q2 2020 | $1,566,000 | +3.4% | 15,427 | -18.9% | 0.26% | -6.7% |
Q1 2020 | $1,515,000 | -91.1% | 19,016 | -89.6% | 0.28% | -89.1% |
Q4 2019 | $17,031,000 | -33.4% | 183,311 | -39.8% | 2.59% | -37.9% |
Q3 2019 | $25,563,000 | +2.4% | 304,282 | +1.4% | 4.17% | +2.4% |
Q2 2019 | $24,970,000 | +7.0% | 300,084 | +2.2% | 4.07% | +4.1% |
Q1 2019 | $23,331,000 | +6623.6% | 293,725 | +5727.9% | 3.91% | +5408.5% |
Q4 2018 | $347,000 | – | 5,040 | – | 0.07% | – |
Download |
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% |