SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 829 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.75 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $364,801 | -4.6% | 5,017 | -1.6% | 0.24% | +0.8% |
| Q2 2023 | $382,199 | +15.0% | 5,099 | 0.0% | 0.24% | +3.0% |
| Q1 2023 | $332,317 | +17.3% | 5,099 | 0.0% | 0.24% | +12.4% |
| Q4 2022 | $283,305 | -0.6% | 5,099 | 0.0% | 0.21% | -8.7% |
| Q3 2022 | $285,000 | -24.0% | 5,099 | -21.2% | 0.23% | -21.0% |
| Q2 2022 | $375,000 | -27.0% | 6,469 | -5.8% | 0.29% | -14.2% |
| Q1 2022 | $514,000 | -8.5% | 6,865 | +100.0% | 0.34% | -6.6% |
| Q4 2021 | $562,000 | +10.6% | 3,432 | 0.0% | 0.36% | +3.4% |
| Q3 2021 | $508,000 | +0.4% | 3,432 | -0.9% | 0.35% | -1.7% |
| Q2 2021 | $506,000 | -12.9% | 3,463 | -22.6% | 0.36% | -22.3% |
| Q1 2021 | $581,000 | -27.6% | 4,477 | -28.4% | 0.46% | -40.1% |
| Q4 2020 | $802,000 | – | 6,249 | – | 0.76% | – |
Download | ||||||
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% |