SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 665 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 2021 | $3,339,000 | +0.1% | 22,545 | -1.3% | 1.92% | +1.4% |
| Q2 2021 | $3,335,000 | +12.6% | 22,850 | +0.1% | 1.89% | +5.6% |
| Q1 2021 | $2,961,000 | +1.6% | 22,819 | +0.6% | 1.79% | -3.9% |
| Q4 2020 | $2,913,000 | -7.5% | 22,686 | -17.0% | 1.86% | -24.5% |
| Q3 2020 | $3,148,000 | +11.2% | 27,333 | -2.0% | 2.46% | +9.3% |
| Q2 2020 | $2,831,000 | +50.2% | 27,885 | +17.8% | 2.26% | +8.6% |
| Q1 2020 | $1,885,000 | -17.9% | 23,666 | -4.3% | 2.08% | +2.2% |
| Q4 2019 | $2,297,000 | – | 24,731 | – | 2.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 41,138 | $28,356,000 | 27.57% |
| Marquette Asset Management, LLC | 875,363 | $60,339,000 | 23.22% |
| Reitz Capital Advisors LLC | 226,168 | $15,590,000 | 18.84% |
| Avantax Planning Partners, Inc. | 3,576,720 | $246,543,000 | 18.59% |
| Fund Evaluation Group, LLC | 935,445 | $64,480,000 | 16.07% |
| HHM Wealth Advisors, LLC | 247,885 | $17,087,000 | 12.52% |
| PIERSHALE FINANCIAL GROUP, INC. | 290,182 | $20,002,000 | 12.14% |
| Krilogy Financial LLC | 555,820 | $38,313,000 | 10.56% |
| Harborview Advisors, LLC | 126,609 | $8,727,000 | 10.22% |
| Denver PWM, LLC | 185,867 | $14,035,000 | 10.06% |