SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 555 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 0.07 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $2,906,000 | +18.5% | 31,274 | +7.2% | 0.02% | +11.1% |
| Q3 2019 | $2,452,000 | -25.4% | 29,187 | -26.1% | 0.02% | -28.0% |
| Q2 2019 | $3,285,000 | +10.9% | 39,481 | +5.8% | 0.02% | +4.2% |
| Q1 2019 | $2,963,000 | -63.2% | 37,308 | -68.0% | 0.02% | -69.6% |
| Q4 2018 | $8,044,000 | +336.7% | 116,682 | +419.6% | 0.08% | +315.8% |
| Q3 2018 | $1,842,000 | +32.9% | 22,457 | +22.8% | 0.02% | 0.0% |
| Q2 2018 | $1,386,000 | -43.8% | 18,282 | -46.9% | 0.02% | -44.1% |
| Q1 2018 | $2,468,000 | -37.2% | 34,420 | -38.1% | 0.03% | -34.6% |
| Q4 2017 | $3,930,000 | +149.7% | 55,566 | +133.2% | 0.05% | +108.0% |
| Q3 2017 | $1,574,000 | +29.7% | 23,825 | +24.0% | 0.02% | +19.0% |
| Q2 2017 | $1,214,000 | +1248.9% | 19,211 | +1189.3% | 0.02% | +950.0% |
| Q1 2017 | $90,000 | -2.2% | 1,490 | -9.5% | 0.00% | 0.0% |
| Q4 2016 | $92,000 | -68.2% | 1,646 | -68.4% | 0.00% | -71.4% |
| Q3 2016 | $289,000 | -13.0% | 5,203 | -18.4% | 0.01% | -22.2% |
| Q2 2016 | $332,000 | – | 6,378 | – | 0.01% | – |
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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% |