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 | $5,481,707 | -39.5% | 75,381 | -37.7% | 1.81% | +2.2% |
| Q2 2023 | $9,061,731 | +17.6% | 120,904 | +2.3% | 1.77% | +12.7% |
| Q1 2023 | $7,705,458 | +9.2% | 118,236 | -6.9% | 1.57% | +3.9% |
| Q4 2022 | $7,058,981 | +1.3% | 127,052 | +1.8% | 1.51% | -7.0% |
| Q3 2022 | $6,967,000 | -4.0% | 124,829 | -0.2% | 1.63% | +10.1% |
| Q2 2022 | $7,257,000 | -15.0% | 125,137 | +9.7% | 1.48% | +3.8% |
| Q1 2022 | $8,535,000 | -4.4% | 114,069 | +109.3% | 1.42% | -0.1% |
| Q4 2021 | $8,925,000 | +7.0% | 54,504 | -3.2% | 1.43% | -33.3% |
| Q3 2021 | $8,340,000 | -11.2% | 56,315 | -12.5% | 2.14% | -11.8% |
| Q2 2021 | $9,394,000 | +18.7% | 64,360 | +5.6% | 2.42% | -10.4% |
| Q1 2021 | $7,912,000 | -7.7% | 60,961 | -8.7% | 2.70% | +49.7% |
| Q4 2020 | $8,573,000 | +41.7% | 66,763 | +27.1% | 1.81% | -32.8% |
| Q3 2020 | $6,050,000 | +17.7% | 52,528 | +3.7% | 2.69% | +0.1% |
| Q2 2020 | $5,141,000 | +21.9% | 50,630 | -4.4% | 2.68% | -2.9% |
| Q1 2020 | $4,219,000 | +26.6% | 52,973 | +47.7% | 2.76% | +31.2% |
| Q4 2019 | $3,332,000 | – | 35,866 | – | 2.11% | – |
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% |