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 | $5,656,738 | -6.5% | 77,788 | -3.7% | 4.48% | -1.3% |
| Q2 2023 | $6,051,533 | +10.7% | 80,741 | -3.8% | 4.54% | +3.0% |
| Q1 2023 | $5,467,635 | +17.8% | 83,898 | +0.4% | 4.41% | -2.4% |
| Q4 2022 | $4,642,625 | +21.3% | 83,561 | +21.9% | 4.52% | +8.0% |
| Q3 2022 | $3,827,000 | -1.6% | 68,573 | +2.2% | 4.18% | +9.3% |
| Q2 2022 | $3,890,000 | -21.0% | 67,075 | +1.8% | 3.83% | -2.3% |
| Q1 2022 | $4,927,000 | +2.0% | 65,857 | +123.2% | 3.92% | +13.0% |
| Q4 2021 | $4,831,000 | +24.3% | 29,501 | +12.4% | 3.46% | +11.7% |
| Q3 2021 | $3,887,000 | -1.7% | 26,247 | -3.1% | 3.10% | +2.6% |
| Q2 2021 | $3,955,000 | +18.6% | 27,096 | +5.4% | 3.02% | +4.2% |
| Q1 2021 | $3,336,000 | +21.0% | 25,703 | +19.7% | 2.90% | +15.1% |
| Q4 2020 | $2,758,000 | +16.1% | 21,476 | +4.2% | 2.52% | +21.9% |
| Q3 2020 | $2,375,000 | – | 20,620 | – | 2.07% | – |
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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% |