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 | $414,504 | -26.0% | 5,700 | -23.7% | 0.01% | -21.4% |
| Q2 2023 | $559,765 | +50.7% | 7,469 | +31.0% | 0.01% | +40.0% |
| Q1 2023 | $371,469 | +52.6% | 5,700 | +30.1% | 0.01% | +42.9% |
| Q4 2022 | $243,353 | -22.7% | 4,380 | -24.2% | 0.01% | -30.0% |
| Q3 2022 | $315,000 | -6.0% | 5,780 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $335,000 | +2.1% | 5,780 | +32.0% | 0.01% | +11.1% |
| Q1 2022 | $328,000 | -26.3% | 4,380 | +61.3% | 0.01% | -25.0% |
| Q4 2021 | $445,000 | +49.3% | 2,716 | +35.1% | 0.01% | +33.3% |
| Q3 2021 | $298,000 | +1.7% | 2,010 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $293,000 | +12.3% | 2,010 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $261,000 | +1.2% | 2,010 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $258,000 | +11.7% | 2,010 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $231,000 | +1.8% | 2,010 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $227,000 | – | 2,010 | – | 0.01% | – |
Download | ||||||
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% |