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 | $4,784,664 | +0.6% | 65,795 | +3.6% | 0.02% | 0.0% |
| Q2 2023 | $4,757,981 | +116118.4% | 63,482 | +1.0% | 0.02% | 0.0% |
| Q1 2023 | $4,094 | +7.5% | 62,825 | -8.4% | 0.02% | -5.3% |
| Q4 2022 | $3,808 | -99.9% | 68,554 | -18.6% | 0.02% | -20.8% |
| Q3 2022 | $4,699,000 | -1.4% | 84,201 | +2.5% | 0.02% | -4.0% |
| Q2 2022 | $4,765,000 | -16.8% | 82,175 | +7.4% | 0.02% | -10.7% |
| Q1 2022 | $5,724,000 | -3.0% | 76,512 | +112.3% | 0.03% | 0.0% |
| Q4 2021 | $5,900,000 | +20.7% | 36,036 | +9.1% | 0.03% | +7.7% |
| Q3 2021 | $4,888,000 | +1.8% | 33,016 | +0.4% | 0.03% | -3.7% |
| Q2 2021 | $4,801,000 | +7.4% | 32,896 | -4.5% | 0.03% | -10.0% |
| Q1 2021 | $4,469,000 | -7.9% | 34,440 | -8.8% | 0.03% | -18.9% |
| Q4 2020 | $4,850,000 | +13.3% | 37,771 | +1.7% | 0.04% | -7.5% |
| Q3 2020 | $4,279,000 | +71216.7% | 37,155 | +50109.5% | 0.04% | – |
| Q1 2020 | $6,000 | -14.3% | 74 | 0.0% | 0.00% | – |
| Q4 2019 | $7,000 | +16.7% | 74 | 0.0% | 0.00% | – |
| Q3 2019 | $6,000 | 0.0% | 74 | 0.0% | 0.00% | – |
| Q2 2019 | $6,000 | – | 74 | – | 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% |