SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 583 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 0.07 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $318,000 | -83.8% | 1,942 | -90.0% | 0.06% | -88.2% |
| Q2 2020 | $1,966,000 | +35.2% | 19,359 | +6.1% | 0.54% | +23.0% |
| Q1 2020 | $1,454,000 | -23.0% | 18,254 | -10.2% | 0.44% | +0.7% |
| Q4 2019 | $1,889,000 | +12.7% | 20,329 | +1.9% | 0.44% | +115.3% |
| Q3 2019 | $1,676,000 | +46.8% | 19,948 | +45.4% | 0.20% | -24.0% |
| Q2 2019 | $1,142,000 | +2.1% | 13,720 | -2.6% | 0.27% | -2.9% |
| Q1 2019 | $1,119,000 | +5.8% | 14,090 | -8.2% | 0.28% | -7.4% |
| Q4 2018 | $1,058,000 | -16.0% | 15,355 | 0.0% | 0.30% | -16.6% |
| Q3 2018 | $1,259,000 | +6.5% | 15,355 | -1.6% | 0.36% | +0.6% |
| Q2 2018 | $1,182,000 | +5.6% | 15,608 | 0.0% | 0.35% | +2.0% |
| Q1 2018 | $1,119,000 | +1.4% | 15,608 | 0.0% | 0.35% | -3.6% |
| Q4 2017 | $1,104,000 | – | 15,608 | – | 0.36% | – |
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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% |