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 | $292,232 | -3.0% | 4,019 | 0.0% | 0.26% | +3.2% |
| Q2 2023 | $301,193 | +15.0% | 4,019 | 0.0% | 0.25% | +6.4% |
| Q1 2023 | $261,891 | +17.3% | 4,019 | 0.0% | 0.23% | +12.0% |
| Q4 2022 | $223,273 | -0.3% | 4,019 | 0.0% | 0.21% | -9.5% |
| Q3 2022 | $224,000 | -3.9% | 4,019 | 0.0% | 0.23% | +2.2% |
| Q2 2022 | $233,000 | -22.6% | 4,019 | 0.0% | 0.23% | -8.5% |
| Q1 2022 | $301,000 | -45.6% | 4,019 | +19.0% | 0.25% | -38.9% |
| Q4 2021 | $553,000 | +4.1% | 3,378 | -5.7% | 0.40% | -4.7% |
| Q3 2021 | $531,000 | -99.9% | 3,583 | 0.0% | 0.42% | +3.7% |
| Q2 2021 | $537,171,000 | +7.9% | 3,583 | -3.2% | 0.41% | -1.7% |
| Q1 2021 | $497,944,000 | +4.0% | 3,703 | 0.0% | 0.42% | -6.5% |
| Q4 2020 | $478,762,000 | – | 3,703 | – | 0.44% | – |
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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% |