SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 583 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 0.07 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $163,234 | -2.9% | 2,245 | +0.1% | 0.00% | 0.0% |
Q2 2023 | $168,048 | +15.1% | 2,242 | +0.1% | 0.00% | 0.0% |
Q1 2023 | $145,943 | +17.5% | 2,239 | +0.1% | 0.00% | +50.0% |
Q4 2022 | $124,254 | -13.1% | 2,236 | -12.8% | 0.00% | -33.3% |
Q3 2022 | $143,000 | -4.0% | 2,565 | +0.1% | 0.00% | 0.0% |
Q2 2022 | $149,000 | -22.4% | 2,563 | +0.0% | 0.00% | -25.0% |
Q1 2022 | $192,000 | -8.6% | 2,562 | +100.2% | 0.00% | 0.0% |
Q4 2021 | $210,000 | +11.1% | 1,280 | +0.1% | 0.00% | 0.0% |
Q3 2021 | $189,000 | +1.1% | 1,279 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $187,000 | +12.7% | 1,279 | +0.1% | 0.00% | 0.0% |
Q1 2021 | $166,000 | +1.2% | 1,278 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $164,000 | +7.2% | 1,278 | -3.6% | 0.00% | 0.0% |
Q3 2020 | $153,000 | +17.7% | 1,326 | +3.9% | 0.00% | +33.3% |
Q2 2020 | $130,000 | +27.5% | 1,276 | +0.1% | 0.00% | -25.0% |
Q1 2020 | $102,000 | -13.6% | 1,275 | +0.1% | 0.00% | +33.3% |
Q4 2019 | $118,000 | +10.3% | 1,274 | +0.1% | 0.00% | 0.0% |
Q3 2019 | $107,000 | +78.3% | 1,273 | +75.8% | 0.00% | +50.0% |
Q2 2019 | $60,000 | -40.6% | 724 | -43.0% | 0.00% | -33.3% |
Q1 2019 | $101,000 | – | 1,270 | – | 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% |