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 2022 | $255,000 | -8.3% | 3,403 | +100.2% | 0.02% | -15.0% |
| Q4 2021 | $278,000 | -85.5% | 1,700 | -86.9% | 0.02% | -86.8% |
| Q3 2021 | $1,916,000 | +1.5% | 12,936 | +0.0% | 0.15% | +0.7% |
| Q2 2021 | $1,888,000 | +12.5% | 12,935 | +0.0% | 0.15% | +7.9% |
| Q1 2021 | $1,678,000 | -2.3% | 12,933 | -3.3% | 0.14% | -3.4% |
| Q4 2020 | $1,718,000 | -4.3% | 13,381 | -14.2% | 0.14% | -19.0% |
| Q3 2020 | $1,795,000 | +13.4% | 15,588 | +0.0% | 0.18% | +7.8% |
| Q2 2020 | $1,583,000 | +27.6% | 15,585 | +0.0% | 0.17% | +12.2% |
| Q1 2020 | $1,241,000 | -14.2% | 15,582 | +0.0% | 0.15% | +5.0% |
| Q4 2019 | $1,447,000 | +10.6% | 15,577 | +0.1% | 0.14% | +6.8% |
| Q3 2019 | $1,308,000 | +1.0% | 15,567 | +0.0% | 0.13% | +6.5% |
| Q2 2019 | $1,295,000 | +4.8% | 15,562 | 0.0% | 0.12% | +1.6% |
| Q1 2019 | $1,236,000 | +15.3% | 15,562 | +0.1% | 0.12% | +5.2% |
| Q4 2018 | $1,072,000 | – | 15,553 | – | 0.12% | – |
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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% |