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 | $493,477 | -3.0% | 6,786 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $508,610 | +15.0% | 6,786 | 0.0% | 0.02% | +5.6% |
| Q1 2023 | $442,243 | +17.3% | 6,786 | 0.0% | 0.02% | +12.5% |
| Q4 2022 | $377,030 | -0.5% | 6,786 | 0.0% | 0.02% | -11.1% |
| Q3 2022 | $379,000 | -3.8% | 6,786 | 0.0% | 0.02% | +5.9% |
| Q2 2022 | $394,000 | -52.1% | 6,786 | -38.3% | 0.02% | -46.9% |
| Q1 2022 | $822,000 | +151.4% | 10,992 | +450.4% | 0.03% | +166.7% |
| Q4 2021 | $327,000 | +10.5% | 1,997 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $296,000 | +1.7% | 1,997 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $291,000 | – | 1,997 | – | 0.01% | – |
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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% |