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 | $405,652 | +161.7% | 5,579 | +169.8% | 0.01% | +33.3% |
| Q2 2023 | $154,991 | +0.9% | 2,068 | -12.3% | 0.01% | -18.2% |
| Q1 2023 | $153,614 | +17.4% | 2,357 | +0.1% | 0.01% | +10.0% |
| Q4 2022 | $130,851 | +50.4% | 2,355 | +50.6% | 0.01% | +25.0% |
| Q3 2022 | $87,000 | +141.7% | 1,564 | +150.6% | 0.01% | +166.7% |
| Q2 2022 | $36,000 | -23.4% | 624 | +0.2% | 0.00% | 0.0% |
| Q1 2022 | $47,000 | +235.7% | 623 | +650.6% | 0.00% | +200.0% |
| Q4 2021 | $14,000 | +75.0% | 83 | +48.2% | 0.00% | 0.0% |
| Q3 2021 | $8,000 | 0.0% | 56 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $8,000 | +14.3% | 56 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $7,000 | +133.3% | 56 | +180.0% | 0.00% | – |
| Q4 2020 | $3,000 | -93.2% | 20 | -94.8% | 0.00% | -100.0% |
| Q3 2020 | $44,000 | +2100.0% | 381 | +1805.0% | 0.01% | – |
| Q2 2020 | $2,000 | – | 20 | – | 0.00% | – |
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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% |