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 | $373,999 | +33.3% | 5,143 | +37.4% | 0.15% | +32.7% |
| Q2 2023 | $280,538 | +15.5% | 3,743 | +0.4% | 0.11% | +10.0% |
| Q1 2023 | $242,954 | +5.9% | 3,728 | -9.7% | 0.10% | -2.9% |
| Q4 2022 | $229,352 | -55.2% | 4,128 | -55.0% | 0.10% | -59.6% |
| Q3 2022 | $512,000 | +40.3% | 9,174 | +45.9% | 0.26% | +61.4% |
| Q2 2022 | $365,000 | -45.1% | 6,289 | -29.2% | 0.16% | -37.8% |
| Q1 2022 | $665,000 | -56.9% | 8,888 | -5.6% | 0.25% | -58.2% |
| Q4 2021 | $1,542,000 | -26.0% | 9,419 | -33.1% | 0.61% | -32.3% |
| Q3 2021 | $2,085,000 | -23.1% | 14,080 | -24.2% | 0.90% | -22.5% |
| Q2 2021 | $2,710,000 | -31.3% | 18,569 | -38.9% | 1.16% | -39.9% |
| Q1 2021 | $3,946,000 | -48.4% | 30,405 | -48.9% | 1.93% | -54.7% |
| Q4 2020 | $7,644,000 | – | 59,526 | – | 4.25% | – |
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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% |