SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 690 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.18 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $1,051,000 | +6.9% | 7,200 | -1.7% | 0.19% | +1.6% |
| Q1 2021 | $983,000 | -2.1% | 7,325 | -7.1% | 0.18% | -26.4% |
| Q4 2020 | $1,004,000 | +8.5% | 7,885 | -1.8% | 0.25% | -18.0% |
| Q3 2020 | $925,000 | +14.9% | 8,032 | +1.3% | 0.30% | -1.0% |
| Q2 2020 | $805,000 | +100.2% | 7,926 | +57.0% | 0.31% | +38.7% |
| Q1 2020 | $402,000 | +13.6% | 5,049 | +32.6% | 0.22% | +28.3% |
| Q4 2019 | $354,000 | +32.1% | 3,807 | +19.3% | 0.17% | -27.3% |
| Q3 2019 | $268,000 | -7.9% | 3,192 | -8.9% | 0.24% | -10.9% |
| Q2 2019 | $291,000 | +5.1% | 3,502 | +0.4% | 0.27% | +0.8% |
| Q1 2019 | $277,000 | +18.4% | 3,489 | +3.0% | 0.26% | +2.7% |
| Q4 2018 | $234,000 | – | 3,388 | – | 0.26% | – |
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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% |