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 | $248,853 | -2.9% | 3,422 | +0.1% | 0.06% | +3.3% |
| Q2 2023 | $256,188 | +15.1% | 3,418 | +0.1% | 0.06% | +9.1% |
| Q1 2023 | $222,486 | +27.3% | 3,414 | +8.6% | 0.06% | +17.0% |
| Q4 2022 | $174,717 | -7.6% | 3,145 | -7.1% | 0.05% | -17.5% |
| Q3 2022 | $189,000 | +5.0% | 3,387 | +8.8% | 0.06% | +7.5% |
| Q2 2022 | $180,000 | -4.3% | 3,114 | +23.9% | 0.05% | +15.2% |
| Q1 2022 | $188,000 | +9300.0% | 2,513 | +13861.1% | 0.05% | – |
| Q4 2021 | $2,000 | -77.8% | 18 | -71.0% | 0.00% | -100.0% |
| Q2 2021 | $9,000 | +12.5% | 62 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $8,000 | +100.0% | 62 | +77.1% | 0.00% | +100.0% |
| Q4 2020 | $4,000 | – | 35 | – | 0.00% | – |
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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% |