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 | $1,403,943 | +3.4% | 19,306 | +6.6% | 0.11% | -12.9% |
| Q2 2023 | $1,357,924 | +38.1% | 18,118 | +20.1% | 0.12% | +100.0% |
| Q1 2023 | $983,305 | +87.4% | 15,088 | +59.7% | 0.06% | +17.0% |
| Q4 2022 | $524,781 | -22.7% | 9,445 | +4.0% | 0.05% | -27.4% |
| Q1 2022 | $679,000 | -80.3% | 9,081 | -56.9% | 0.07% | -79.6% |
| Q4 2021 | $3,452,000 | +6.9% | 21,080 | +5.3% | 0.36% | -12.7% |
| Q3 2021 | $3,229,000 | +107.1% | 20,021 | +87.5% | 0.41% | +88.1% |
| Q2 2021 | $1,559,000 | +95.4% | 10,679 | +73.6% | 0.22% | +59.1% |
| Q1 2021 | $798,000 | +20.5% | 6,151 | +19.3% | 0.14% | +0.7% |
| Q4 2020 | $662,000 | -14.2% | 5,156 | -23.1% | 0.14% | -25.7% |
| Q3 2020 | $772,000 | +152.3% | 6,702 | +122.1% | 0.18% | +128.8% |
| Q2 2020 | $306,000 | -60.7% | 3,017 | -69.2% | 0.08% | -69.8% |
| Q1 2020 | $779,000 | -61.7% | 9,785 | -55.4% | 0.26% | -50.2% |
| Q4 2019 | $2,036,000 | +528.4% | 21,915 | +468.6% | 0.53% | +472.0% |
| Q3 2019 | $324,000 | – | 3,854 | – | 0.09% | – |
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% |