SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 583 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 0.07 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $535,000 | +20.5% | 3,666 | +7.3% | 0.02% | +11.1% |
| Q1 2021 | $444,000 | +1.1% | 3,418 | 0.0% | 0.02% | -5.3% |
| Q4 2020 | $439,000 | +19.9% | 3,418 | +7.6% | 0.02% | +5.6% |
| Q3 2020 | $366,000 | +2.2% | 3,178 | -9.9% | 0.02% | -10.0% |
| Q2 2020 | $358,000 | +27.4% | 3,529 | 0.0% | 0.02% | +11.1% |
| Q1 2020 | $281,000 | -21.9% | 3,529 | -8.8% | 0.02% | -5.3% |
| Q4 2019 | $360,000 | +4.7% | 3,870 | -5.4% | 0.02% | -5.0% |
| Q3 2019 | $344,000 | -7.8% | 4,093 | -8.7% | 0.02% | -9.1% |
| Q2 2019 | $373,000 | +4.8% | 4,482 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $356,000 | +43.5% | 4,482 | +24.4% | 0.02% | +22.2% |
| Q4 2018 | $248,000 | -16.2% | 3,603 | 0.0% | 0.02% | 0.0% |
| Q3 2018 | $296,000 | -29.9% | 3,603 | -37.0% | 0.02% | +28.6% |
| Q2 2018 | $422,000 | +105.9% | 5,720 | +100.0% | 0.01% | 0.0% |
| Q1 2018 | $205,000 | -14.2% | 2,860 | -15.5% | 0.01% | -12.5% |
| Q4 2017 | $239,000 | +10.1% | 3,385 | +2.9% | 0.02% | 0.0% |
| Q3 2017 | $217,000 | – | 3,290 | – | 0.02% | – |
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% |