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 2021 | $10,544,000 | +0.6% | 71,198 | -0.9% | 5.91% | +0.6% |
| Q2 2021 | $10,484,000 | +8.1% | 71,825 | -3.9% | 5.87% | +0.1% |
| Q1 2021 | $9,700,000 | -0.5% | 74,739 | -1.6% | 5.86% | -10.2% |
| Q4 2020 | $9,750,000 | +6.2% | 75,927 | -4.8% | 6.53% | -6.8% |
| Q3 2020 | $9,181,000 | +4.9% | 79,714 | -7.6% | 7.01% | -3.2% |
| Q2 2020 | $8,756,000 | +10.5% | 86,234 | -13.3% | 7.24% | -8.3% |
| Q1 2020 | $7,924,000 | -28.1% | 99,487 | -16.1% | 7.89% | -6.5% |
| Q4 2019 | $11,014,000 | +4.9% | 118,540 | -5.2% | 8.44% | -0.1% |
| Q3 2019 | $10,503,000 | -2.9% | 125,024 | -3.9% | 8.45% | -3.5% |
| Q2 2019 | $10,822,000 | +4.7% | 130,060 | -0.0% | 8.75% | -2.2% |
| Q1 2019 | $10,333,000 | +18.4% | 130,089 | +2.7% | 8.95% | -12.4% |
| Q4 2018 | $8,727,000 | -14.3% | 126,609 | +2.0% | 10.22% | -1.2% |
| Q3 2018 | $10,181,000 | -1.6% | 124,130 | -9.1% | 10.35% | +8.6% |
| Q2 2018 | $10,345,000 | +5.5% | 136,517 | -0.2% | 9.53% | +2.3% |
| Q1 2018 | $9,809,000 | -1.9% | 136,787 | -3.2% | 9.32% | -2.5% |
| Q4 2017 | $9,994,000 | – | 141,341 | – | 9.56% | – |
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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% |