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 | $857,005 | -3.0% | 11,785 | 0.0% | 0.11% | +0.9% |
| Q2 2023 | $883,286 | +15.0% | 11,785 | 0.0% | 0.11% | +7.8% |
| Q1 2023 | $768,028 | +17.3% | 11,785 | 0.0% | 0.10% | +10.9% |
| Q4 2022 | $654,775 | -0.5% | 11,785 | 0.0% | 0.09% | -14.0% |
| Q3 2022 | $658,000 | -3.7% | 11,785 | 0.0% | 0.11% | +0.9% |
| Q2 2022 | $683,000 | -17.3% | 11,785 | +6.8% | 0.11% | -8.6% |
| Q1 2022 | $826,000 | +0.6% | 11,035 | +120.0% | 0.12% | 0.0% |
| Q4 2021 | $821,000 | +15.6% | 5,015 | +4.6% | 0.12% | +4.5% |
| Q3 2021 | $710,000 | +1.4% | 4,795 | 0.0% | 0.11% | +0.9% |
| Q2 2021 | $700,000 | +15.5% | 4,795 | +2.7% | 0.11% | +11.1% |
| Q1 2021 | $606,000 | +1.0% | 4,670 | 0.0% | 0.10% | -7.5% |
| Q4 2020 | $600,000 | +11.5% | 4,670 | 0.0% | 0.11% | +5.9% |
| Q3 2020 | $538,000 | +89.4% | 4,670 | +66.8% | 0.10% | +74.1% |
| Q2 2020 | $284,000 | – | 2,800 | – | 0.06% | – |
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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% |