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 | $2,288,337 | +1.4% | 31,468 | +4.5% | 1.15% | +6.7% |
| Q2 2023 | $2,257,641 | +22.6% | 30,122 | +6.6% | 1.08% | +13.4% |
| Q1 2023 | $1,841,724 | +8.6% | 28,260 | -7.4% | 0.95% | +12.0% |
| Q4 2022 | $1,695,817 | -3.4% | 30,522 | -3.0% | 0.85% | -14.0% |
| Q3 2022 | $1,756,000 | -3.7% | 31,473 | +0.1% | 0.99% | +5.1% |
| Q2 2022 | $1,823,000 | -25.8% | 31,430 | -4.3% | 0.94% | -21.6% |
| Q1 2022 | $2,456,000 | -8.6% | 32,830 | +100.1% | 1.20% | -6.4% |
| Q4 2021 | $2,686,000 | +9.1% | 16,403 | -1.3% | 1.28% | -1.8% |
| Q3 2021 | $2,462,000 | +6.7% | 16,627 | +5.2% | 1.31% | +2.1% |
| Q2 2021 | $2,308,000 | +11.3% | 15,809 | -1.0% | 1.28% | -0.2% |
| Q1 2021 | $2,073,000 | -1.3% | 15,969 | -2.4% | 1.28% | -8.4% |
| Q4 2020 | $2,101,000 | +27.1% | 16,365 | +14.0% | 1.40% | +4.2% |
| Q3 2020 | $1,653,000 | +22.5% | 14,351 | +8.0% | 1.34% | +23.3% |
| Q2 2020 | $1,349,000 | +27.7% | 13,284 | +0.2% | 1.09% | +0.6% |
| Q1 2020 | $1,056,000 | -11.4% | 13,263 | +3.4% | 1.08% | +12.7% |
| Q4 2019 | $1,192,000 | – | 12,827 | – | 0.96% | – |
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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% |