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 | $321,152 | -19.8% | 4,416 | -17.4% | 0.03% | -18.2% |
| Q2 2023 | $400,622 | +15.1% | 5,345 | +0.1% | 0.03% | 0.0% |
| Q1 2023 | $347,922 | +17.5% | 5,339 | +0.1% | 0.03% | +10.0% |
| Q4 2022 | $296,222 | -0.3% | 5,332 | +0.2% | 0.03% | -11.8% |
| Q3 2022 | $297,000 | -3.6% | 5,324 | +0.2% | 0.03% | -2.9% |
| Q2 2022 | $308,000 | -22.4% | 5,316 | +0.1% | 0.04% | -7.9% |
| Q1 2022 | $397,000 | -8.5% | 5,310 | +100.2% | 0.04% | -7.3% |
| Q4 2021 | $434,000 | +12.4% | 2,652 | +0.2% | 0.04% | 0.0% |
| Q3 2021 | $386,000 | 0.0% | 2,646 | 0.0% | 0.04% | 0.0% |
| Q2 2021 | $386,000 | +12.5% | 2,646 | +0.1% | 0.04% | +5.1% |
| Q1 2021 | $343,000 | +1.2% | 2,643 | +0.1% | 0.04% | -7.1% |
| Q4 2020 | $339,000 | +11.9% | 2,640 | +0.2% | 0.04% | +2.4% |
| Q3 2020 | $303,000 | +13.5% | 2,636 | +0.2% | 0.04% | +5.1% |
| Q2 2020 | $267,000 | +113.6% | 2,632 | +68.3% | 0.04% | +56.0% |
| Q1 2020 | $125,000 | -13.8% | 1,564 | +0.2% | 0.02% | 0.0% |
| Q4 2019 | $145,000 | +11.5% | 1,561 | +0.3% | 0.02% | 0.0% |
| Q3 2019 | $130,000 | +1.6% | 1,557 | +0.5% | 0.02% | -7.4% |
| Q2 2019 | $128,000 | +124.6% | 1,550 | +112.9% | 0.03% | +125.0% |
| Q1 2019 | $57,000 | +14.0% | 728 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $50,000 | – | 728 | – | 0.01% | – |
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% |