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 | $454,307 | -39.2% | 6,247 | -37.4% | 0.00% | – |
| Q2 2023 | $747,789 | +109.1% | 9,977 | +81.9% | 0.00% | – |
| Q1 2023 | $357,542 | +72.7% | 5,486 | +47.9% | 0.00% | – |
| Q3 2022 | $207,000 | -5.9% | 3,710 | +150.2% | 0.00% | – |
| Q3 2021 | $220,000 | -38.9% | 1,483 | -39.9% | 0.00% | – |
| Q2 2021 | $360,000 | +78.2% | 2,467 | +57.0% | 0.00% | – |
| Q4 2020 | $202,000 | -30.8% | 1,571 | -45.3% | 0.00% | – |
| Q2 2020 | $292,000 | +23.2% | 2,871 | -3.6% | 0.00% | – |
| Q1 2020 | $237,000 | -26.4% | 2,977 | -26.5% | 0.00% | – |
| Q1 2019 | $322,000 | – | 4,052 | – | 0.00% | – |
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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% |