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 | $848,491 | -4.6% | 11,668 | -1.7% | 0.30% | +4.1% |
| Q2 2023 | $889,779 | -31.4% | 11,872 | -40.3% | 0.29% | -39.7% |
| Q1 2023 | $1,296,905 | -23.3% | 19,900 | -34.6% | 0.48% | -27.8% |
| Q4 2022 | $1,691,580 | -38.0% | 30,446 | -37.7% | 0.67% | -39.8% |
| Q3 2022 | $2,727,000 | -9.0% | 48,869 | -5.5% | 1.11% | -6.4% |
| Q2 2022 | $2,998,000 | -26.1% | 51,703 | -4.7% | 1.18% | -21.4% |
| Q1 2022 | $4,057,000 | -30.0% | 54,227 | +53.3% | 1.50% | -35.4% |
| Q4 2021 | $5,794,000 | +7.5% | 35,382 | -2.8% | 2.33% | -24.9% |
| Q3 2021 | $5,388,000 | +20.2% | 36,383 | +5.3% | 3.10% | +14.2% |
| Q2 2021 | $4,482,000 | 0.0% | 34,539 | 0.0% | 2.71% | -3.1% |
| Q1 2021 | $4,482,000 | +2.1% | 34,539 | +1.0% | 2.80% | -11.4% |
| Q4 2020 | $4,391,000 | – | 34,196 | – | 3.16% | – |
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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% |