SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 722 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.55 and the average weighting 1.2%.
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 ↓ |
|---|---|---|---|
| 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% |