SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 690 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.18 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $263,000 | -1.1% | 1,805 | -11.9% | 0.08% | -1.2% |
| Q1 2021 | $266,000 | -8.0% | 2,048 | -8.9% | 0.08% | -6.7% |
| Q4 2020 | $289,000 | -23.7% | 2,247 | -31.7% | 0.09% | -23.3% |
| Q3 2020 | $379,000 | -16.0% | 3,292 | -25.8% | 0.12% | -5.7% |
| Q2 2020 | $451,000 | +24.6% | 4,438 | -2.3% | 0.12% | +17.1% |
| Q1 2020 | $362,000 | +0.3% | 4,542 | +16.8% | 0.10% | +31.2% |
| Q4 2019 | $361,000 | +16.5% | 3,890 | +5.3% | 0.08% | +2.6% |
| Q3 2019 | $310,000 | +33.6% | 3,694 | +32.6% | 0.08% | +56.0% |
| Q2 2019 | $232,000 | – | 2,785 | – | 0.05% | – |
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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% |