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 | $282,663 | -29.0% | 3,887 | -45.7% | 0.41% | +168.2% |
| Q4 2022 | $398,034 | +96.1% | 7,164 | +96.5% | 0.15% | +32.8% |
| Q3 2022 | $203,000 | -49.9% | 3,646 | -32.8% | 0.12% | -3.3% |
| Q1 2022 | $405,000 | -32.2% | 5,425 | +48.7% | 0.12% | -24.5% |
| Q4 2021 | $597,000 | +17.5% | 3,648 | +6.3% | 0.16% | +43.2% |
| Q3 2021 | $508,000 | -2.1% | 3,431 | -3.2% | 0.11% | +12.1% |
| Q2 2021 | $519,000 | -11.6% | 3,544 | -21.6% | 0.10% | -13.2% |
| Q1 2021 | $587,000 | -10.0% | 4,522 | -10.9% | 0.11% | -1.7% |
| Q4 2020 | $652,000 | +18.8% | 5,074 | +6.5% | 0.12% | +2.7% |
| Q3 2020 | $549,000 | +48.4% | 4,765 | +30.7% | 0.11% | +39.5% |
| Q2 2020 | $370,000 | +76.2% | 3,647 | +61.5% | 0.08% | +92.9% |
| Q4 2019 | $210,000 | +3.4% | 2,258 | -6.3% | 0.04% | -6.7% |
| Q3 2019 | $203,000 | +1.0% | 2,411 | -0.0% | 0.04% | -21.1% |
| Q2 2019 | $201,000 | – | 2,412 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Triton Wealth Management, PLLC | 304,529 | $47,423,000 | 22.60% |
| Avantax Planning Partners, Inc. | 3,223,233 | $477,329,000 | 22.02% |
| APPLETON GROUP, LLC | 167,449 | $24,798,000 | 21.34% |
| Northern Capital Management, Inc. | 166,533 | $24,662,000 | 21.08% |
| Marquette Asset Management, LLC | 597,717 | $88,516,000 | 19.90% |
| Mokosak Advisory Group, LLC | 285,304 | $42,254,000 | 17.52% |
| Fund Evaluation Group, LLC | 1,113,800 | $164,943,000 | 17.31% |
| Legacy Financial Strategies, LLC | 210,289 | $31,142,000 | 14.65% |
| Alpha Omega Group, Inc. | 91,285 | $13,518,000 | 14.47% |
| Reitz Capital Advisors LLC | 129,115 | $19,120,000 | 14.32% |