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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $29,001 | +14.2% | 350 | +0.3% | 0.02% | +10.5% |
| Q3 2023 | $25,389 | -2.9% | 349 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $26,137 | +113539.1% | 349 | +0.3% | 0.02% | +5.6% |
| Q1 2023 | $23 | +21.1% | 348 | 0.0% | 0.02% | +28.6% |
| Q4 2022 | $19 | -99.9% | 348 | +0.3% | 0.01% | -12.5% |
| Q3 2022 | $19,000 | -5.0% | 347 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $20,000 | -28.6% | 347 | +100.6% | 0.02% | -11.1% |
| Q1 2022 | $28,000 | 0.0% | 173 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $28,000 | +7.7% | 173 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $26,000 | +4.0% | 173 | 0.0% | 0.02% | +12.5% |
| Q2 2021 | $25,000 | +13.6% | 173 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $22,000 | 0.0% | 173 | +0.6% | 0.02% | 0.0% |
| Q4 2020 | $22,000 | +57.1% | 172 | 0.0% | 0.02% | +6.7% |
| Q1 2020 | $14,000 | -12.5% | 172 | +0.6% | 0.02% | +25.0% |
| Q4 2019 | $16,000 | +14.3% | 171 | +0.6% | 0.01% | +9.1% |
| Q3 2019 | $14,000 | 0.0% | 170 | 0.0% | 0.01% | -8.3% |
| Q2 2019 | $14,000 | +366.7% | 170 | +304.8% | 0.01% | +300.0% |
| Q4 2018 | $3,000 | – | 42 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Triton Wealth Management, PLLC | 304,529 | $47,423,000 | 22.60% |
| Avantax Planning Partners, Inc. | 3,223,233 | $477,329,000 | 22.02% |
| APPLETON GROUP, LLC | 167,449 | $24,798,000 | 21.34% |
| Northern Capital Management, Inc. | 166,533 | $24,662,000 | 21.08% |
| Marquette Asset Management, LLC | 597,717 | $88,516,000 | 19.90% |
| Mokosak Advisory Group, LLC | 285,304 | $42,254,000 | 17.52% |
| Fund Evaluation Group, LLC | 1,113,800 | $164,943,000 | 17.31% |
| Legacy Financial Strategies, LLC | 210,289 | $31,142,000 | 14.65% |
| Alpha Omega Group, Inc. | 91,285 | $13,518,000 | 14.47% |
| Reitz Capital Advisors LLC | 129,115 | $19,120,000 | 14.32% |