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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $33 | +17.9% | 508 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $28 | -99.9% | 508 | 0.0% | 0.01% | -7.1% |
| Q3 2022 | $29,000 | 0.0% | 508 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $29,000 | -39.6% | 508 | -20.9% | 0.01% | -30.0% |
| Q1 2022 | $48,000 | -9.4% | 642 | +100.0% | 0.02% | -9.1% |
| Q4 2021 | $53,000 | +1.9% | 321 | -8.5% | 0.02% | -8.3% |
| Q3 2021 | $52,000 | -3.7% | 351 | -5.4% | 0.02% | -4.0% |
| Q2 2021 | $54,000 | +14.9% | 371 | +2.8% | 0.02% | +4.2% |
| Q1 2021 | $47,000 | +2.2% | 361 | 0.0% | 0.02% | -4.0% |
| Q4 2020 | $46,000 | +4.5% | 361 | -5.2% | 0.02% | -10.7% |
| Q3 2020 | $44,000 | +12.8% | 381 | 0.0% | 0.03% | 0.0% |
| Q2 2020 | $39,000 | +11.4% | 381 | -13.6% | 0.03% | -3.4% |
| Q1 2020 | $35,000 | -14.6% | 441 | 0.0% | 0.03% | -3.3% |
| Q4 2019 | $41,000 | +5.1% | 441 | -5.2% | 0.03% | -3.2% |
| Q3 2019 | $39,000 | 0.0% | 465 | 0.0% | 0.03% | -3.1% |
| Q2 2019 | $39,000 | +5.4% | 465 | 0.0% | 0.03% | 0.0% |
| Q1 2019 | $37,000 | +15.6% | 465 | 0.0% | 0.03% | +3.2% |
| Q4 2018 | $32,000 | – | 465 | – | 0.03% | – |
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% |