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 | $49,740 | +32.7% | 684 | +36.8% | 0.03% | +37.5% |
| Q2 2023 | $37,475 | +15.0% | 500 | 0.0% | 0.02% | +9.1% |
| Q1 2023 | $32,585 | +18.6% | 500 | 0.0% | 0.02% | +4.8% |
| Q4 2022 | $27,475 | -1.9% | 500 | 0.0% | 0.02% | -4.5% |
| Q3 2022 | $28,000 | -3.4% | 500 | 0.0% | 0.02% | +4.8% |
| Q2 2022 | $29,000 | -23.7% | 500 | 0.0% | 0.02% | -8.7% |
| Q1 2022 | $38,000 | -7.3% | 500 | +100.0% | 0.02% | -4.2% |
| Q4 2021 | $41,000 | +10.8% | 250 | 0.0% | 0.02% | +4.3% |
| Q3 2021 | $37,000 | +2.8% | 250 | 0.0% | 0.02% | +4.5% |
| Q2 2021 | $36,000 | +9.1% | 250 | 0.0% | 0.02% | +10.0% |
| Q1 2021 | $33,000 | 0.0% | 250 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $33,000 | +13.8% | 250 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $29,000 | +16.0% | 250 | 0.0% | 0.02% | -23.1% |
| Q2 2020 | $25,000 | – | 250 | – | 0.03% | – |
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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% |