SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 829 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.75 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $99,336 | -3.0% | 1,366 | 0.0% | 0.06% | +9.6% |
| Q2 2023 | $102,382 | +15.0% | 1,366 | 0.0% | 0.05% | +8.3% |
| Q1 2023 | $89,022 | +117034.2% | 1,366 | 0.0% | 0.05% | +14.3% |
| Q4 2022 | $76 | -99.9% | 1,366 | 0.0% | 0.04% | -8.7% |
| Q3 2022 | $76,000 | -3.8% | 1,366 | 0.0% | 0.05% | 0.0% |
| Q2 2022 | $79,000 | -22.5% | 1,366 | 0.0% | 0.05% | -9.8% |
| Q1 2022 | $102,000 | -8.9% | 1,366 | +100.0% | 0.05% | -8.9% |
| Q4 2021 | $112,000 | +10.9% | 683 | 0.0% | 0.06% | +1.8% |
| Q3 2021 | $101,000 | +1.0% | 683 | 0.0% | 0.06% | +5.8% |
| Q2 2021 | $100,000 | +12.4% | 683 | 0.0% | 0.05% | +6.1% |
| Q1 2021 | $89,000 | +1.1% | 683 | 0.0% | 0.05% | -5.8% |
| Q4 2020 | $88,000 | +91.3% | 683 | +69.5% | 0.05% | +67.7% |
| Q3 2020 | $46,000 | – | 403 | – | 0.03% | – |
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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% |