SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 946 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.33 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $452,000 | -68.5% | 5,648 | -63.4% | 0.44% | -66.5% |
| Q4 2019 | $1,434,000 | -17.9% | 15,433 | -25.7% | 1.30% | -21.8% |
| Q3 2019 | $1,746,000 | -7.8% | 20,780 | -8.7% | 1.67% | -10.0% |
| Q2 2019 | $1,894,000 | +5.4% | 22,763 | +0.6% | 1.85% | +0.1% |
| Q1 2019 | $1,797,000 | -13.8% | 22,626 | -25.2% | 1.85% | -32.7% |
| Q4 2018 | $2,085,000 | -56.0% | 30,258 | -47.6% | 2.75% | -51.0% |
| Q3 2018 | $4,734,000 | +15.6% | 57,721 | +7.4% | 5.62% | +61.0% |
| Q2 2018 | $4,095,000 | +112.7% | 53,737 | +94.7% | 3.49% | +109.7% |
| Q1 2018 | $1,925,000 | -29.0% | 27,602 | -25.5% | 1.66% | -26.8% |
| Q4 2017 | $2,710,000 | -29.6% | 37,067 | -35.7% | 2.27% | -29.0% |
| Q3 2017 | $3,851,000 | -61.2% | 57,639 | -63.2% | 3.20% | -62.5% |
| Q2 2017 | $9,917,000 | -3.1% | 156,510 | -8.0% | 8.55% | -8.2% |
| Q1 2017 | $10,236,000 | -15.5% | 170,040 | -19.2% | 9.31% | -16.9% |
| Q4 2016 | $12,113,000 | – | 210,490 | – | 11.20% | – |
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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% |