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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $365,000 | +12.3% | 2,504 | 0.0% | 0.08% | -7.1% |
| Q1 2021 | $325,000 | -23.0% | 2,504 | -23.8% | 0.08% | -25.0% |
| Q4 2020 | $422,000 | +4.7% | 3,286 | -6.1% | 0.11% | -11.1% |
| Q3 2020 | $403,000 | +13.5% | 3,500 | 0.0% | 0.13% | +7.7% |
| Q2 2020 | $355,000 | +27.2% | 3,500 | 0.0% | 0.12% | +2.6% |
| Q1 2020 | $279,000 | -14.2% | 3,500 | 0.0% | 0.11% | +3.6% |
| Q4 2019 | $325,000 | +10.5% | 3,500 | 0.0% | 0.11% | -1.8% |
| Q3 2019 | $294,000 | +1.0% | 3,500 | 0.0% | 0.11% | +9.8% |
| Q2 2019 | $291,000 | – | 3,500 | – | 0.10% | – |
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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% |